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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 | $209,444 | $136,860+53.0% | $120,344+74.0% | $154,746+35.3% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 10.86% | 21.38%-10.5pp | 20.30%-9.4pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,840 | $5,793+35.3% | $5,135+52.7% | $6,730+16.5% |
| Admin fee / account holder | $2,531 | $15,393-83.6% | $12,742-80.1% | $14,365-82.4% |