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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 | $183,714 | $153,769+19.5% | $133,975+37.1% | $273,972-32.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 3.54% | 36.51%-33.0pp | 29.29%-25.8pp | 41.46%-37.9pp |
| Employer contribution / active EE | $735 | $6,029-87.8% | $5,211-85.9% | $4,869-84.9% |
| Participant deferral / active EE | $2,679 | $6,958-61.5% | $6,282-57.4% | $5,287-49.3% |
| Admin fee / account holder | $96,386 | $11,765+719.3% | $9,324+933.7% | $10,133+851.2% |