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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 | $216,305 | $95,453+126.6% | $112,040+93.1% | $82,448+162.4% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 12.42% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,193 | $4,224-48.1% | $5,098-57.0% | $4,139-47.0% |
| Admin fee / account holder | $9,215 | $9,013+2.2% | $12,098-23.8% | $7,234+27.4% |