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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 | $110,546 | $101,795+8.6% | $165,100-33.0% | $80,959+36.5% |
| Participation rate | 85.0% | 71.8%+13.2pp | 78.6%+6.4pp | 67.7%+17.3pp |
| Annual return | 13.65% | 16.73%-3.1pp | 70.21%-56.6pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,446 | $4,476+111.0% | $6,035+56.5% | $4,300+119.7% |
| Admin fee / account holder | $5,692 | $8,221-30.8% | $12,696-55.2% | $6,925-17.8% |