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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 | $100,279 | $98,776+1.5% | $149,745-33.0% | $79,856+25.6% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+28.9pp |
| Annual return | 13.56% | 27.38%-13.8pp | 276.72%-263.2pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,382 | $5,681+82.7% | $6,843+51.7% | $3,741+177.5% |
| Admin fee / account holder | $7,859 | $6,053+29.8% | $9,312-15.6% | $5,306+48.1% |