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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 | $124,777 | $60,352+106.7% | $74,185+68.2% | $62,881+98.4% |
| Participation rate | 87.3% | 72.7%+14.5pp | 76.6%+10.7pp | 69.3%+18.0pp |
| Annual return | 5.77% | 21.37%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,005 | $2,856+5.2% | $3,550-15.3% | $3,203-6.2% |
| Admin fee / account holder | $9,385 | $4,261+120.2% | $5,586+68.0% | $4,296+118.5% |