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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 | $161,507 | $78,428+105.9% | $95,960+68.3% | $79,852+102.3% |
| Participation rate | 84.2% | 73.5%+10.7pp | 77.1%+7.1pp | 69.6%+14.6pp |
| Annual return | 10.21% | 19.37%-9.2pp | 91.63%-81.4pp | 31.72%-21.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,452 | $3,440+29.4% | $4,167+6.8% | $3,740+19.0% |
| Admin fee / account holder | $6,887 | $5,622+22.5% | $6,797+1.3% | $5,306+29.8% |