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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 | $97,550+119.7% | $120,344+78.1% | $87,485+145.0% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.7%+19.8pp | 68.9%+27.6pp |
| Annual return | 15.32% | 18.41%-3.1pp | 20.30%-5.0pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,787 | $4,230+60.5% | $5,135+32.2% | $4,274+58.8% |
| Admin fee / account holder | $6,148 | $9,543-35.6% | $12,742-51.7% | $7,775-20.9% |