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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 | $130,519 | $81,487+60.2% | $102,412+27.4% | $80,935+61.3% |
| Participation rate | 84.9% | 66.8%+18.1pp | 74.5%+10.4pp | 67.7%+17.3pp |
| Annual return | 19.32% | 25.60%-6.3pp | 24.94%-5.6pp | 35.66%-16.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,966 | $3,871+183.3% | $5,060+116.7% | $4,299+155.0% |
| Admin fee / account holder | $13,894 | $6,717+106.8% | $8,388+65.7% | $6,924+100.7% |