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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 | $179,505 | $117,829+52.3% | $102,423+75.3% | $145,877+23.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 16.80% | 31.83%-15.0pp | 29.42%-12.6pp | 551.28%-534.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,702 | $5,732+16.9% | $5,054+32.6% | $6,691+0.2% |
| Admin fee / account holder | $2,172 | $13,335-83.7% | $9,455-77.0% | $13,402-83.8% |