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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 | $178,951 | $158,852+12.7% | $121,220+47.6% | $135,380+32.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | 7.34% | -0.64%+8.0pp | 16.94%-9.6pp | 519.81%-512.5pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,605 | $4,006-10.0% | $3,345+7.8% | $5,609-35.7% |
| Admin fee / account holder | $19,516 | $6,515+199.6% | $5,021+288.7% | $10,828+80.2% |