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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 | $77,358+37.9% | $102,184+4.4% | $87,485+22.0% |
| Participation rate | 72.7% | 78.7%-6.0pp | 82.6%-9.9pp | 68.9%+3.8pp |
| Annual return | 15.82% | 41.11%-25.3pp | 31.58%-15.8pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,511 | $6,753-18.4% | $8,309-33.7% | $4,274+29.0% |
| Admin fee / account holder | $16,524 | $6,809+142.7% | $11,609+42.3% | $7,775+112.5% |