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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 | $175,261 | $86,949+101.6% | $102,460+71.1% | $80,959+116.5% |
| Participation rate | 98.2% | 72.4%+25.9pp | 76.5%+21.7pp | 67.7%+30.6pp |
| Annual return | 20.61% | 18.89%+1.7pp | 29.47%-8.9pp | 35.67%-15.1pp |
| Employer contribution / active EE | $131 | $2,370-94.5% | $3,025-95.7% | $2,757-95.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,282 | $8,048-21.9% | $9,460-33.6% | $6,925-9.3% |