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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 | $141,105 | $72,492+94.6% | $87,104+62.0% | $72,975+93.4% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.9%+8.0pp | 69.5%+15.4pp |
| Annual return | 27.11% | 24.46%+2.7pp | 28.19%-1.1pp | 81.01%-53.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,207 | $3,270+59.3% | $4,048+28.6% | $3,608+44.3% |
| Admin fee / account holder | $19,178 | $5,055+279.4% | $7,491+156.0% | $5,124+274.3% |