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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 | $90,251 | $58,258+54.9% | $81,820+10.3% | $80,925+11.5% |
| Participation rate | 94.1% | 63.5%+30.7pp | 72.4%+21.7pp | 67.7%+26.5pp |
| Annual return | 11.87% | 41.76%-29.9pp | 777.93%-766.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,918 | $3,284+141.1% | $4,323+83.2% | $4,299+84.2% |
| Admin fee / account holder | $1,262 | $4,976-74.6% | $7,391-82.9% | $6,940-81.8% |