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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 | $61,181 | $48,078+27.3% | $78,676-22.2% | $62,881-2.7% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | 7.13% | 31.36%-24.2pp | 62.19%-55.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,453 | $2,587+72.1% | $3,517+26.6% | $3,203+39.0% |
| Admin fee / account holder | $8,829 | $3,206+175.4% | $4,510+95.8% | $4,296+105.5% |