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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 | $154,500 | $81,504+89.6% | $102,437+50.8% | $80,959+90.8% |
| Participation rate | 90.3% | 66.9%+23.5pp | 74.5%+15.8pp | 67.7%+22.7pp |
| Annual return | 15.52% | 25.60%-10.1pp | 24.95%-9.4pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,455 | $3,871-10.8% | $5,060-31.7% | $4,300-19.7% |
| Admin fee / account holder | $1,618 | $6,719-75.9% | $8,388-80.7% | $6,925-76.6% |