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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 | $126,532 | $107,733+17.4% | $92,985+36.1% | $154,746-18.2% |
| Participation rate | 80.0% | 74.6%+5.4pp | 69.5%+10.5pp | 80.7%-0.7pp |
| Annual return | 10.41% | 30.39%-20.0pp | 27.99%-17.6pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,312 | $5,053-54.3% | $4,377-47.2% | $6,730-65.7% |
| Admin fee / account holder | $27,778 | $11,369+144.3% | $9,463+193.5% | $14,365+93.4% |