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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 | $95,404+16.2% | $113,397-2.3% | $82,637+34.1% |
| Participation rate | 79.2% | 72.8%+6.4pp | 76.5%+2.7pp | 68.1%+11.2pp |
| Annual return | 15.70% | 19.08%-3.4pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,056 | $4,220+67.2% | $5,076+39.0% | $4,126+71.0% |
| Admin fee / account holder | $2,559 | $9,168-72.1% | $11,957-78.6% | $7,339-65.1% |