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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 | $127,677 | $70,486+81.1% | $100,535+27.0% | $79,856+59.9% |
| Participation rate | 90.7% | 73.6%+17.1pp | 79.4%+11.3pp | 69.6%+21.1pp |
| Annual return | 19.10% | 21.90%-2.8pp | 30.90%-11.8pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,295 | $5,182+79.4% | $6,271+48.2% | $3,741+148.5% |
| Admin fee / account holder | $7,401 | $4,480+65.2% | $8,085-8.5% | $5,306+39.5% |