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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 | $213,460 | $145,431+46.8% | $211,142+1.1% | $87,485+144.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 18.91% | 27.21%-8.3pp | 46.84%-27.9pp | 26.06%-7.1pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,192 | $6,859+121.5% | $9,284+63.6% | $4,274+255.5% |
| Admin fee / account holder | $2,582 | $17,052-84.9% | $19,076-86.5% | $7,775-66.8% |