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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 | $71,353+49.6% | $92,805+15.0% | $86,983+22.7% |
| Participation rate | 72.7% | 80.9%-8.1pp | 83.5%-10.8pp | 69.5%+3.2pp |
| Annual return | 15.82% | 44.68%-28.9pp | 31.59%-15.8pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,511 | $6,966-20.9% | $8,448-34.8% | $4,194+31.4% |
| Admin fee / account holder | $16,524 | $6,099+170.9% | $10,911+51.4% | $7,856+110.3% |