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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 | $92,348 | $99,345-7.0% | $84,753+9.0% | $273,972-66.3% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 10.39% | 22.93%-12.5pp | 22.78%-12.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,069 | $4,270+65.6% | $3,712+90.5% | $5,287+33.7% |
| Admin fee / account holder | $17,278 | $6,645+160.0% | $5,333+224.0% | $10,133+70.5% |