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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 | $109,055 | $76,551+42.5% | $123,894-12.0% | $62,881+73.4% |
| Participation rate | 78.4% | 73.0%+5.4pp | 81.4%-3.0pp | 69.3%+9.1pp |
| Annual return | 11.53% | 18.68%-7.1pp | 47.52%-36.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $11,995 | $4,840+147.8% | $5,984+100.4% | $3,203+274.5% |
| Admin fee / account holder | $19,648 | $4,826+307.1% | $8,357+135.1% | $4,296+357.4% |