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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 | $133,820 | $77,472+72.7% | $100,392+33.3% | $80,935+65.3% |
| Participation rate | 83.6% | 76.9%+6.7pp | 81.5%+2.1pp | 67.7%+16.0pp |
| Annual return | 13.45% | 37.26%-23.8pp | 49.45%-36.0pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,033 | $6,818-11.5% | $8,090-25.4% | $4,299+40.3% |
| Admin fee / account holder | $17,682 | $5,885+200.5% | $7,904+123.7% | $6,924+155.4% |