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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 | $111,087 | $99,875+11.2% | $146,866-24.4% | $86,983+27.7% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.5%+23.6pp |
| Annual return | 17.07% | 28.10%-11.0pp | 102.85%-85.8pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $20,138 | $6,322+218.5% | $7,759+159.5% | $4,194+380.2% |
| Admin fee / account holder | $15,544 | $7,838+98.3% | $13,620+14.1% | $7,856+97.9% |