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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 | $159,163 | $107,421+48.2% | $182,262-12.7% | $94,015+69.3% |
| Participation rate | 84.4% | 77.8%+6.7pp | 84.2%+0.2pp | 70.8%+13.6pp |
| Annual return | 13.84% | 21.32%-7.5pp | 140.60%-126.8pp | 17.84%-4.0pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,838 | $6,558+65.3% | $8,276+30.9% | $4,249+155.0% |
| Admin fee / account holder | $6,866 | $8,692-21.0% | $16,712-58.9% | $8,951-23.3% |