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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 | $235,223 | $78,520+199.6% | $96,576+143.6% | $82,448+185.3% |
| Participation rate | 94.1% | 77.7%+16.4pp | 81.4%+12.7pp | 68.1%+26.0pp |
| Annual return | 16.20% | 41.30%-25.1pp | 38.47%-22.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,767 | $6,754+103.8% | $7,956+73.0% | $4,139+232.6% |
| Admin fee / account holder | $7,154 | $13,455-46.8% | $11,381-37.1% | $7,234-1.1% |