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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 | $191,049 | $91,179+109.5% | $178,499+7.0% | $79,852+139.3% |
| Participation rate | 71.0% | 69.2%+1.8pp | 81.9%-11.0pp | 69.6%+1.3pp |
| Annual return | 13.83% | 24.19%-10.4pp | 151.10%-137.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,394 | $3,236+4.9% | $5,202-34.8% | $3,740-9.3% |
| Admin fee / account holder | $7,197 | $6,749+6.6% | $13,986-48.5% | $5,306+35.6% |