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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 | $95,787 | $97,125-1.4% | $86,233+11.1% | $137,256-30.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 16.60% | 74.19%-57.6pp | 61.39%-44.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,765 | $5,180-27.3% | $4,559-17.4% | $6,407-41.2% |
| Admin fee / account holder | $3,531 | $9,725-63.7% | $8,342-57.7% | $12,270-71.2% |