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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 | $162,368 | $101,798+59.5% | $165,071-1.6% | $80,935+100.6% |
| Participation rate | 72.9% | 71.8%+1.1pp | 78.6%-5.7pp | 67.7%+5.3pp |
| Annual return | 11.41% | 16.73%-5.3pp | 70.17%-58.8pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,364 | $4,476+42.2% | $6,035+5.5% | $4,299+48.0% |
| Admin fee / account holder | $4,836 | $8,221-41.2% | $12,695-61.9% | $6,924-30.2% |