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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 | $138,393+50.3% | $184,256+12.9% | $80,959+156.9% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.1pp | 67.7%+29.3pp |
| Annual return | 24.68% | 20.01%+4.7pp | 28.85%-4.2pp | 35.67%-11.0pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,928 | $7,076+111.0% | $9,133+63.4% | $4,300+247.1% |
| Admin fee / account holder | $58,816 | $10,489+460.7% | $13,899+323.2% | $6,925+749.3% |