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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 | $120,170 | $47,553+152.7% | $136,867-12.2% | $69,733+72.3% |
| Participation rate | 83.0% | 61.4%+21.7pp | 74.5%+8.5pp | 62.5%+20.6pp |
| Annual return | 15.18% | -91.50%+106.7pp | 42.97%-27.8pp | 15.22%0pp |
| Employer contribution / active EE | $0 | $2,087-100.0% | $3,547-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $9,507 | $2,300+313.3% | $4,924+93.1% | $3,054+211.2% |
| Admin fee / account holder | $15,186 | $3,496+334.4% | $10,340+46.9% | $3,102+389.6% |