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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 | $108,367 | $56,894+90.5% | $84,753+27.9% | $62,881+72.3% |
| Participation rate | 90.0% | 68.5%+21.5pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 71.27% | 6.30%+65.0pp | 22.78%+48.5pp | 20.14%+51.1pp |
| Employer contribution / active EE | $96 | $2,400-96.0% | $3,574-97.3% | $2,281-95.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,650 | $3,581-53.9% | $5,333-69.1% | $4,296-61.6% |