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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 | $109,194 | $48,078+127.1% | $78,676+38.8% | $62,881+73.7% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.6%+1.4pp | 69.3%+5.7pp |
| Annual return | 8.66% | 31.36%-22.7pp | 62.19%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,890 | $2,587+205.0% | $3,517+124.4% | $3,203+146.3% |
| Admin fee / account holder | $22,821 | $3,206+611.8% | $4,510+406.0% | $4,296+431.3% |