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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 | $104,882 | $86,940+20.6% | $102,434+2.4% | $80,935+29.6% |
| Participation rate | 72.6% | 72.4%+0.2pp | 76.5%-3.9pp | 67.7%+4.9pp |
| Annual return | 13.46% | 18.89%-5.4pp | 29.46%-16.0pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,121 | $4,121+121.3% | $5,055+80.4% | $4,299+112.1% |
| Admin fee / account holder | $6,364 | $8,047-20.9% | $9,462-32.7% | $6,924-8.1% |