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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 | $126,672 | $54,763+131.3% | $90,324+40.2% | $72,976+73.6% |
| Participation rate | 84.3% | 65.2%+19.1pp | 73.3%+11.0pp | 69.5%+14.8pp |
| Annual return | 19.38% | 30.63%-11.3pp | 78.15%-58.8pp | 81.02%-61.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,571 | $2,887+196.8% | $3,885+120.6% | $3,608+137.6% |
| Admin fee / account holder | $7,879 | $3,973+98.3% | $5,356+47.1% | $5,124+53.8% |