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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 | $91,675 | $77,358+18.5% | $102,184-10.3% | $87,485+4.8% |
| Participation rate | 91.8% | 78.7%+13.2pp | 82.6%+9.2pp | 68.9%+22.9pp |
| Annual return | 21.94% | 41.11%-19.2pp | 31.58%-9.6pp | 26.06%-4.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $18,259 | $6,753+170.4% | $8,309+119.8% | $4,274+327.3% |
| Admin fee / account holder | $8,929 | $6,809+31.1% | $11,609-23.1% | $7,775+14.8% |