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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 | $69,273+99.2% | $90,796+52.0% | $82,637+67.0% |
| Participation rate | 94.6% | 64.0%+30.6pp | 69.5%+25.2pp | 68.1%+26.6pp |
| Annual return | 15.10% | 18.37%-3.3pp | 19.29%-4.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,979 | $3,047+194.6% | $3,822+135.0% | $4,126+117.6% |
| Admin fee / account holder | $30,462 | $5,511+452.8% | $7,024+333.7% | $7,339+315.1% |