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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 | $100,004 | $106,749-6.3% | $145,433-31.2% | $82,448+21.3% |
| Participation rate | 89.2% | 75.6%+13.5pp | 82.1%+7.1pp | 68.1%+21.1pp |
| Annual return | 16.48% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,400 | $6,519+59.5% | $7,897+31.7% | $4,139+151.2% |
| Admin fee / account holder | $16,090 | $8,390+91.8% | $13,129+22.5% | $7,234+122.4% |