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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 | $125,361 | $136,860-8.4% | $120,344+4.2% | $154,746-19.0% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 13.38% | 21.38%-8.0pp | 20.30%-6.9pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,883 | $5,793-33.0% | $5,135-24.4% | $6,730-42.3% |
| Admin fee / account holder | $36,166 | $15,393+135.0% | $12,742+183.8% | $14,365+151.8% |