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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 | $163,689 | $53,837+204.0% | $75,717+116.2% | $85,856+90.7% |
| Participation rate | 73.5% | 69.1%+4.4pp | 74.8%-1.4pp | 69.3%+4.2pp |
| Annual return | 24.28% | 24.54%-0.3pp | 104.58%-80.3pp | 318.58%-294.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,770 | $2,895+64.8% | $3,821+24.8% | $3,952+20.7% |
| Admin fee / account holder | $5,107 | $3,341+52.8% | $3,619+41.1% | $6,261-18.4% |