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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 | $108,322 | $58,275+85.9% | $81,844+32.4% | $80,935+33.8% |
| Participation rate | 73.8% | 63.5%+10.3pp | 72.4%+1.4pp | 67.7%+6.1pp |
| Annual return | 18.29% | 41.82%-23.5pp | 778.87%-760.6pp | 35.66%-17.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,015 | $3,285+52.6% | $4,323+16.0% | $4,299+16.6% |
| Admin fee / account holder | $1,978 | $4,749-58.3% | $7,355-73.1% | $6,924-71.4% |