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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 | $99,875+35.3% | $146,866-8.0% | $86,983+55.4% |
| Participation rate | 70.3% | 75.8%-5.5pp | 82.5%-12.2pp | 69.5%+0.8pp |
| Annual return | 14.44% | 28.10%-13.7pp | 102.85%-88.4pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,359 | $6,322+48.0% | $7,759+20.6% | $4,194+123.2% |
| Admin fee / account holder | $12,221 | $7,838+55.9% | $13,620-10.3% | $7,856+55.6% |