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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 | $120,980 | $78,015+55.1% | $178,505-32.2% | $80,959+49.4% |
| Participation rate | 81.7% | 65.7%+16.0pp | 77.1%+4.6pp | 67.7%+14.0pp |
| Annual return | 16.95% | 18.10%-1.1pp | 27.16%-10.2pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,732 | $4,406+98.2% | $6,280+39.0% | $4,300+103.0% |
| Admin fee / account holder | $3,486 | $7,160-51.3% | $10,428-66.6% | $6,925-49.7% |