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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 | $208,311 | $138,385+50.5% | $184,243+13.1% | $80,925+157.4% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.7%+10.1pp |
| Annual return | 15.30% | 20.02%-4.7pp | 28.82%-13.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $21,927 | $7,075+209.9% | $9,132+140.1% | $4,299+410.1% |
| Admin fee / account holder | $9,926 | $10,489-5.4% | $13,914-28.7% | $6,940+43.0% |