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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 | $154,871 | $138,312+12.0% | $122,979+25.9% | $155,188-0.2% |
| Participation rate | 70.0% | 80.2%-10.2pp | 77.2%-7.2pp | 80.8%-10.8pp |
| Annual return | 10.68% | 22.06%-11.4pp | 20.12%-9.4pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,057 | $5,592-45.3% | $5,003-38.9% | $6,531-53.2% |
| Admin fee / account holder | $17,204 | $15,089+14.0% | $12,864+33.7% | $14,480+18.8% |