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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 | $66,590 | $48,284+37.9% | $67,524-1.4% | $80,911-17.7% |
| Participation rate | 90.6% | 66.4%+24.2pp | 72.9%+17.7pp | 67.6%+23.0pp |
| Annual return | 22.34% | 18.27%+4.1pp | 3519.41%-3497.1pp | 35.63%-13.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,164 | $2,927+42.3% | $4,001+4.1% | $4,297-3.1% |
| Admin fee / account holder | $6,942 | $3,688+88.2% | $4,001+73.5% | $6,935+0.1% |