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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 | $207,353 | $181,896+14.0% | $156,551+32.5% | $273,972-24.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 19.08% | 30.74%-11.7pp | 32.23%-13.2pp | 41.46%-22.4pp |
| Employer contribution / active EE | $1,166 | $6,248-81.3% | $5,501-78.8% | $4,869-76.1% |
| Participant deferral / active EE | $4,280 | $5,550-22.9% | $4,871-12.1% | $5,287-19.1% |
| Admin fee / account holder | $1,386 | $15,560-91.1% | $13,028-89.4% | $10,133-86.3% |