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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 | $198,691 | $114,712+73.2% | $173,730+14.4% | $87,485+127.1% |
| Participation rate | 76.9% | 73.0%+3.9pp | 79.6%-2.6pp | 68.9%+8.0pp |
| Annual return | 14.95% | 20.18%-5.2pp | 19.96%-5.0pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,495 | $4,642+61.5% | $6,326+18.5% | $4,274+75.4% |
| Admin fee / account holder | $22,621 | $10,210+121.6% | $17,523+29.1% | $7,775+191.0% |