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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 | $98,900 | $101,795-2.8% | $165,100-40.1% | $80,959+22.2% |
| Participation rate | 99.0% | 71.8%+27.2pp | 78.6%+20.4pp | 67.7%+31.3pp |
| Annual return | 17.95% | 16.73%+1.2pp | 70.21%-52.3pp | 35.67%-17.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,706 | $4,476+94.5% | $6,035+44.3% | $4,300+102.5% |
| Admin fee / account holder | $10,160 | $8,221+23.6% | $12,696-20.0% | $6,925+46.7% |