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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 | $132,823 | $91,559+45.1% | $133,978-0.9% | $79,856+66.3% |
| Participation rate | 96.7% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 15.06% | 61.85%-46.8pp | 45.10%-30.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,481 | $3,734+153.9% | $5,047+87.8% | $3,741+153.5% |
| Admin fee / account holder | $7,426 | $6,321+17.5% | $8,930-16.8% | $5,306+39.9% |