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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 | $67,516 | $45,043+49.9% | $63,005+7.2% | $70,124-3.7% |
| Participation rate | 96.3% | 69.5%+26.8pp | 74.8%+21.5pp | 69.5%+26.8pp |
| Annual return | 22.09% | 18.76%+3.3pp | 87.59%-65.5pp | 73.14%-51.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,051 | $2,466+145.4% | $3,329+81.8% | $3,332+81.6% |
| Admin fee / account holder | $4,119 | $2,833+45.4% | $3,599+14.4% | $4,645-11.3% |