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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 | $174,872 | $77,817+124.7% | $123,553+41.5% | $64,173+172.5% |
| Participation rate | 71.7% | 74.7%-3.0pp | 82.3%-10.6pp | 69.6%+2.2pp |
| Annual return | 17.88% | 12.49%+5.4pp | 119.21%-101.3pp | 7.63%+10.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,915 | $5,240+70.1% | $6,426+38.7% | $3,470+156.9% |
| Admin fee / account holder | $4,072 | $5,519-26.2% | $9,284-56.1% | $4,887-16.7% |