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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 | $231,181 | $106,524+117.0% | $152,301+51.8% | $87,485+164.3% |
| Participation rate | 75.7% | 75.8%-0.1pp | 82.4%-6.8pp | 68.9%+6.7pp |
| Annual return | 14.34% | 26.89%-12.5pp | 80.50%-66.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,051 | $6,525-53.2% | $8,004-61.9% | $4,274-28.6% |
| Admin fee / account holder | $4,104 | $8,287-50.5% | $14,398-71.5% | $7,775-47.2% |