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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 | $119,873 | $53,127+125.6% | $86,587+38.4% | $70,131+70.9% |
| Participation rate | 83.3% | 65.3%+18.0pp | 73.5%+9.8pp | 69.5%+13.8pp |
| Annual return | 18.07% | 27.66%-9.6pp | 964.86%-946.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,450 | $2,696+176.4% | $3,609+106.5% | $3,332+123.6% |
| Admin fee / account holder | $2,364 | $3,585-34.1% | $4,906-51.8% | $4,645-49.1% |