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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 | $102,874 | $98,760+4.2% | $149,715-31.3% | $79,858+28.8% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 13.70% | 27.43%-13.7pp | 276.66%-263.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,795 | $5,681+54.8% | $6,842+28.5% | $3,740+135.1% |
| Admin fee / account holder | $4,676 | $6,053-22.8% | $9,310-49.8% | $5,306-11.9% |