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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 | $131,277 | $112,729+16.5% | $98,716+33.0% | $137,256-4.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 10.35% | 38.48%-28.1pp | 31.81%-21.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,051 | $4,640+73.5% | $4,048+98.9% | $6,407+25.7% |
| Admin fee / account holder | $36,175 | $10,129+257.2% | $8,703+315.7% | $12,270+194.8% |