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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 | $106,588+18.7% | $94,215+34.3% | $155,188-18.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 70.0%+10.0pp | 80.8%-0.8pp |
| Annual return | 10.41% | 29.39%-19.0pp | 28.22%-17.8pp | 148.84%-138.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,312 | $4,802-51.9% | $4,276-45.9% | $6,531-64.6% |
| Admin fee / account holder | $27,778 | $12,281+126.2% | $10,216+171.9% | $14,480+91.8% |