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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 | $106,556 | $105,623+0.9% | $87,502+21.8% | $273,972-61.1% |
| Participation rate | 84.6% | 78.2%+6.4pp | 73.8%+10.8pp | 83.0%+1.6pp |
| Annual return | 7.10% | 12.26%-5.2pp | 12.21%-5.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,730 | $3,601+114.7% | $3,149+145.5% | $5,287+46.2% |
| Admin fee / account holder | $2,224 | $4,781-53.5% | $4,221-47.3% | $10,133-78.1% |