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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 | $105,040 | $76,551+37.2% | $123,894-15.2% | $62,881+67.0% |
| Participation rate | 98.2% | 73.0%+25.3pp | 81.4%+16.8pp | 69.3%+28.9pp |
| Annual return | 6.46% | 18.68%-12.2pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $15,161 | $4,840+213.3% | $5,984+153.3% | $3,203+373.3% |
| Admin fee / account holder | $5,949 | $4,826+23.3% | $8,357-28.8% | $4,296+38.5% |