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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 | $97,550+13.6% | $120,344-7.9% | $87,485+26.7% |
| Participation rate | 79.2% | 72.8%+6.4pp | 76.7%+2.5pp | 68.9%+10.3pp |
| Annual return | 15.70% | 18.41%-2.7pp | 20.30%-4.6pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,056 | $4,230+66.8% | $5,135+37.4% | $4,274+65.1% |
| Admin fee / account holder | $2,559 | $9,543-73.2% | $12,742-79.9% | $7,775-67.1% |