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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 | $208,008 | $138,385+50.3% | $184,243+12.9% | $80,925+157.0% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.1pp | 67.7%+29.3pp |
| Annual return | 24.68% | 20.02%+4.7pp | 28.82%-4.1pp | 35.65%-11.0pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,928 | $7,075+111.0% | $9,132+63.5% | $4,299+247.3% |
| Admin fee / account holder | $58,816 | $10,489+460.8% | $13,914+322.7% | $6,940+747.5% |