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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 | $106,749+116.6% | $145,433+59.0% | $82,448+180.4% |
| Participation rate | 75.7% | 75.6%0pp | 82.1%-6.4pp | 68.1%+7.6pp |
| Annual return | 14.34% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,051 | $6,519-53.2% | $7,897-61.4% | $4,139-26.3% |
| Admin fee / account holder | $4,104 | $8,390-51.1% | $13,129-68.7% | $7,234-43.3% |