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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 | $110,827 | $95,453+16.1% | $112,040-1.1% | $82,448+34.4% |
| Participation rate | 79.2% | 72.8%+6.5pp | 76.5%+2.8pp | 68.1%+11.2pp |
| Annual return | 15.70% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,056 | $4,224+67.1% | $5,098+38.4% | $4,139+70.5% |
| Admin fee / account holder | $2,559 | $9,013-71.6% | $12,098-78.9% | $7,234-64.6% |