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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 | $105,049 | $78,705+33.5% | $117,860-10.9% | $70,124+49.8% |
| Participation rate | 89.3% | 73.2%+16.1pp | 79.7%+9.6pp | 69.5%+19.7pp |
| Annual return | 16.90% | 23.30%-6.4pp | 335.10%-318.2pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,939 | $3,297+19.5% | $4,482-12.1% | $3,332+18.2% |
| Admin fee / account holder | $410 | $5,065-91.9% | $8,021-94.9% | $4,645-91.2% |