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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 | $78,520+16.8% | $96,576-5.1% | $82,448+11.2% |
| Participation rate | 91.8% | 77.7%+14.1pp | 81.4%+10.4pp | 68.1%+23.8pp |
| Annual return | 21.94% | 41.30%-19.4pp | 38.47%-16.5pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $18,259 | $6,754+170.3% | $7,956+129.5% | $4,139+341.1% |
| Admin fee / account holder | $8,929 | $13,455-33.6% | $11,381-21.5% | $7,234+23.4% |