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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 | $141,167 | $83,485+69.1% | $125,192+12.8% | $72,975+93.4% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.5%+23.1pp |
| Annual return | 26.37% | 25.77%+0.6pp | 43.79%-17.4pp | 81.01%-54.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,361 | $3,586+49.5% | $4,937+8.6% | $3,608+48.6% |
| Admin fee / account holder | $1,462 | $5,518-73.5% | $9,704-84.9% | $5,124-71.5% |