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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 | $135,163 | $106,524+26.9% | $152,301-11.3% | $87,485+54.5% |
| Participation rate | 70.3% | 75.8%-5.4pp | 82.4%-12.1pp | 68.9%+1.4pp |
| Annual return | 14.44% | 26.89%-12.4pp | 80.50%-66.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,359 | $6,525+43.4% | $8,004+16.9% | $4,274+119.0% |
| Admin fee / account holder | $12,221 | $8,287+47.5% | $14,398-15.1% | $7,775+57.2% |