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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 | $124,657 | $89,370+39.5% | $141,197-11.7% | $72,976+70.8% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 24.17% | 111.88%-87.7pp | 71.41%-47.2pp | 81.02%-56.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,817 | $5,419+44.3% | $6,710+16.5% | $3,608+116.7% |
| Admin fee / account holder | $15,863 | $5,957+166.3% | $10,265+54.5% | $5,124+209.6% |