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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 | $49,255+156.3% | $70,494+79.1% | $79,856+58.1% |
| Participation rate | 75.0% | 69.2%+5.8pp | 75.1%-0.1pp | 69.6%+5.4pp |
| Annual return | 12.18% | 30.10%-17.9pp | 109.16%-97.0pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,345 | $2,768+93.1% | $3,711+44.1% | $3,741+42.9% |
| Admin fee / account holder | $11,311 | $2,879+292.9% | $3,848+193.9% | $5,306+113.2% |