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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 | $208,368 | $114,712+81.6% | $173,730+19.9% | $87,485+138.2% |
| Participation rate | 96.7% | 73.0%+23.7pp | 79.6%+17.1pp | 68.9%+27.7pp |
| Annual return | 12.05% | 20.18%-8.1pp | 19.96%-7.9pp | 26.06%-14.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,372 | $4,642+15.7% | $6,326-15.1% | $4,274+25.7% |
| Admin fee / account holder | $3,457 | $10,210-66.1% | $17,523-80.3% | $7,775-55.5% |