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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 | $99,875+59.4% | $146,866+8.4% | $86,983+83.0% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.5%+14.9pp |
| Annual return | 13.84% | 28.10%-14.3pp | 102.85%-89.0pp | 25.83%-12.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,838 | $6,322+71.4% | $7,759+39.7% | $4,194+158.4% |
| Admin fee / account holder | $6,866 | $7,838-12.4% | $13,620-49.6% | $7,856-12.6% |