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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 | $137,983 | $86,330+59.8% | $121,871+13.2% | $94,015+46.8% |
| Participation rate | 94.6% | 66.7%+28.0pp | 73.2%+21.4pp | 70.8%+23.8pp |
| Annual return | 15.10% | 14.95%+0.2pp | 13.57%+1.5pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,979 | $3,146+185.4% | $4,318+107.9% | $4,249+111.3% |
| Admin fee / account holder | $30,462 | $7,346+314.7% | $11,551+163.7% | $8,951+240.3% |