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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 | $95,404+55.0% | $113,397+30.4% | $82,637+79.0% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.5%-3.6pp | 68.1%+4.9pp |
| Annual return | 15.21% | 19.08%-3.9pp | 23.20%-8.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,186 | $4,220+70.3% | $5,076+41.6% | $4,126+74.2% |
| Admin fee / account holder | $5,117 | $9,168-44.2% | $11,957-57.2% | $7,339-30.3% |