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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 | $106,511 | $54,541+95.3% | $78,778+35.2% | $70,126+51.9% |
| Participation rate | 78.8% | 60.8%+18.0pp | 69.2%+9.7pp | 69.5%+9.3pp |
| Annual return | 13.16% | 21.07%-7.9pp | 35.62%-22.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,707 | $2,210+113.0% | $2,958+59.1% | $3,332+41.3% |
| Admin fee / account holder | $1,081 | $3,709-70.8% | $5,134-78.9% | $4,645-76.7% |