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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 | $214,358 | $95,453+124.6% | $112,040+91.3% | $82,448+160.0% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 15.32% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,787 | $4,224+60.7% | $5,098+33.1% | $4,139+64.0% |
| Admin fee / account holder | $6,148 | $9,013-31.8% | $12,098-49.2% | $7,234-15.0% |