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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 | $124,118 | $72,492+71.2% | $87,104+42.5% | $72,975+70.1% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 22.66% | 24.46%-1.8pp | 28.19%-5.5pp | 81.01%-58.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,046 | $3,270+84.9% | $4,048+49.4% | $3,608+67.6% |
| Admin fee / account holder | $1,317 | $5,055-74.0% | $7,491-82.4% | $5,124-74.3% |