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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 | $146,035 | $110,212+32.5% | $96,534+51.3% | $139,466+4.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 21.55% | 26.42%-4.9pp | 25.88%-4.3pp | 373.66%-352.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,138 | $5,547+28.7% | $4,851+47.1% | $6,712+6.3% |
| Admin fee / account holder | $1,692 | $11,599-85.4% | $8,253-79.5% | $11,409-85.2% |