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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 | $85,809 | $71,353+20.3% | $92,805-7.5% | $86,983-1.3% |
| Participation rate | 94.3% | 80.9%+13.4pp | 83.5%+10.8pp | 69.5%+24.7pp |
| Annual return | 30.83% | 44.68%-13.8pp | 31.59%-0.8pp | 25.83%+5.0pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,958 | $6,966+86.0% | $8,448+53.4% | $4,194+209.0% |
| Admin fee / account holder | $6,951 | $6,099+14.0% | $10,911-36.3% | $7,856-11.5% |