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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 | $114,543 | $67,411+69.9% | $91,004+25.9% | $70,126+63.3% |
| Participation rate | 97.0% | 71.4%+25.6pp | 75.6%+21.4pp | 69.5%+27.4pp |
| Annual return | 18.59% | -40.16%+58.7pp | 4.60%+14.0pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,542 | $2,823-10.0% | $3,548-28.4% | $3,332-23.7% |
| Admin fee / account holder | $16,608 | $4,236+292.1% | $5,417+206.6% | $4,645+257.5% |