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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 | $128,452 | $103,164+24.5% | $90,259+42.3% | $154,746-17.0% |
| Participation rate | 83.3% | 76.1%+7.2pp | 70.7%+12.6pp | 80.7%+2.6pp |
| Annual return | 19.32% | 19.25%+0.1pp | 18.88%+0.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,606 | $4,422+320.8% | $3,827+386.2% | $6,730+176.5% |
| Admin fee / account holder | $12,813 | $8,593+49.1% | $7,267+76.3% | $14,365-10.8% |