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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 | $105,057 | $48,078+118.5% | $78,676+33.5% | $62,881+67.1% |
| Participation rate | 80.3% | 65.2%+15.1pp | 73.6%+6.8pp | 69.3%+11.0pp |
| Annual return | 8.82% | 31.36%-22.5pp | 62.19%-53.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,842 | $2,587+203.1% | $3,517+123.0% | $3,203+144.8% |
| Admin fee / account holder | $3,907 | $3,206+21.9% | $4,510-13.4% | $4,296-9.1% |