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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 | $147,903 | $95,453+54.9% | $112,040+32.0% | $82,448+79.4% |
| Participation rate | 72.9% | 72.8%+0.2pp | 76.5%-3.6pp | 68.1%+4.8pp |
| Annual return | 15.21% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,186 | $4,224+70.1% | $5,098+41.0% | $4,139+73.6% |
| Admin fee / account holder | $5,117 | $9,013-43.2% | $12,098-57.7% | $7,234-29.3% |