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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 | $48,327+37.8% | $67,575-1.5% | $80,935-17.7% |
| Participation rate | 90.6% | 66.4%+24.2pp | 72.9%+17.7pp | 67.7%+23.0pp |
| Annual return | 22.34% | 18.31%+4.0pp | 3528.98%-3506.6pp | 35.66%-13.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,164 | $2,927+42.2% | $4,003+4.0% | $4,299-3.2% |
| Admin fee / account holder | $6,942 | $3,692+88.0% | $3,993+73.8% | $6,924+0.2% |