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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 | $137,780 | $123,793+11.3% | $177,840-22.5% | $79,852+72.5% |
| Participation rate | 97.4% | 84.7%+12.7pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 16.86% | 22.82%-6.0pp | 48.32%-31.5pp | 31.72%-14.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,357 | $5,956+124.2% | $7,714+73.2% | $3,740+257.1% |
| Admin fee / account holder | $16,586 | $7,243+129.0% | $12,431+33.4% | $5,306+212.6% |