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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 | $138,780 | $90,400+53.5% | $186,193-25.5% | $87,485+58.6% |
| Participation rate | 85.3% | 66.2%+19.1pp | 77.1%+8.2pp | 68.9%+16.4pp |
| Annual return | 18.60% | 22.15%-3.5pp | 78.03%-59.4pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,258 | $4,330+113.8% | $6,513+42.1% | $4,274+116.6% |
| Admin fee / account holder | $2,634 | $8,673-69.6% | $11,058-76.2% | $7,775-66.1% |