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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 | $157,376 | $80,985+94.3% | $96,576+63.0% | $75,181+109.3% |
| Participation rate | 95.5% | 71.8%+23.7pp | 76.0%+19.5pp | 67.2%+28.3pp |
| Annual return | 16.25% | 27.05%-10.8pp | 25.87%-9.6pp | 160.69%-144.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,061 | $3,929-47.5% | $4,851-57.5% | $4,126-50.1% |
| Admin fee / account holder | $6,306 | $6,719-6.1% | $8,253-23.6% | $5,650+11.6% |