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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 | $156,490 | $91,559+70.9% | $133,978+16.8% | $79,856+96.0% |
| Participation rate | 71.8% | 73.3%-1.5pp | 79.8%-8.0pp | 69.6%+2.2pp |
| Annual return | 25.04% | 61.85%-36.8pp | 45.10%-20.1pp | 31.71%-6.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,996 | $3,734+33.8% | $5,047-1.0% | $3,741+33.6% |
| Admin fee / account holder | $40,145 | $6,321+535.1% | $8,930+349.5% | $5,306+656.5% |