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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,249 | $49,239+156.4% | $70,462+79.2% | $79,858+58.1% |
| Participation rate | 75.0% | 69.2%+5.8pp | 75.1%-0.1pp | 69.6%+5.4pp |
| Annual return | 12.18% | 30.08%-17.9pp | 109.08%-96.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,345 | $2,769+93.0% | $3,710+44.1% | $3,740+42.9% |
| Admin fee / account holder | $11,311 | $2,876+293.2% | $3,845+194.2% | $5,306+113.2% |