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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 | $125,567 | $99,345+26.4% | $84,753+48.2% | $273,972-54.2% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 8.01% | 22.93%-14.9pp | 22.78%-14.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,373 | $4,270+2.4% | $3,712+17.8% | $5,287-17.3% |
| Admin fee / account holder | $13,175 | $6,645+98.3% | $5,333+147.0% | $10,133+30.0% |