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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 | $104,231 | $65,364+59.5% | $92,909+12.2% | $72,975+42.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.50% | 42.11%-23.6pp | 109.44%-90.9pp | 81.01%-62.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,637 | $3,128+112.1% | $4,238+56.6% | $3,608+84.0% |
| Admin fee / account holder | $7,773 | $4,251+82.9% | $5,795+34.1% | $5,124+51.7% |