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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 | $106,711 | $78,520+35.9% | $96,576+10.5% | $82,448+29.4% |
| Participation rate | 72.7% | 77.7%-5.0pp | 81.4%-8.7pp | 68.1%+4.7pp |
| Annual return | 15.82% | 41.30%-25.5pp | 38.47%-22.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,511 | $6,754-18.4% | $7,956-30.7% | $4,139+33.1% |
| Admin fee / account holder | $16,524 | $13,455+22.8% | $11,381+45.2% | $7,234+128.4% |