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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 | $95,404+126.7% | $113,397+90.8% | $82,637+161.8% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 12.42% | 19.08%-6.7pp | 23.20%-10.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,193 | $4,220-48.0% | $5,076-56.8% | $4,126-46.9% |
| Admin fee / account holder | $9,215 | $9,168+0.5% | $11,957-22.9% | $7,339+25.6% |