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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 | $106,749+26.6% | $145,433-7.1% | $82,448+63.9% |
| Participation rate | 70.3% | 75.6%-5.3pp | 82.1%-11.8pp | 68.1%+2.2pp |
| Annual return | 14.44% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,359 | $6,519+43.6% | $7,897+18.5% | $4,139+126.1% |
| Admin fee / account holder | $12,221 | $8,390+45.7% | $13,129-6.9% | $7,234+68.9% |