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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 | $204,366 | $138,385+47.7% | $184,243+10.9% | $80,925+152.5% |
| Participation rate | 76.1% | 83.9%-7.8pp | 86.8%-10.7pp | 67.7%+8.5pp |
| Annual return | 17.71% | 20.02%-2.3pp | 28.82%-11.1pp | 35.65%-17.9pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,534 | $7,075+77.1% | $9,132+37.2% | $4,299+191.6% |
| Admin fee / account holder | $6,445 | $10,489-38.6% | $13,914-53.7% | $6,940-7.1% |