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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 | $150,909 | $110,307+36.8% | $96,576+56.3% | $139,456+8.2% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 13.92% | 26.40%-12.5pp | 25.87%-12.0pp | 373.45%-359.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,205 | $5,547+29.9% | $4,851+48.5% | $6,711+7.4% |
| Admin fee / account holder | $2,919 | $11,597-74.8% | $8,253-64.6% | $11,407-74.4% |