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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 | $119,234 | $48,076+148.0% | $78,690+51.5% | $62,891+89.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.99% | 31.35%-23.4pp | 62.18%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,468 | $2,588+188.6% | $3,517+112.4% | $3,203+133.2% |
| Admin fee / account holder | $2,294 | $3,207-28.5% | $4,511-49.1% | $4,296-46.6% |