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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 | $231,898 | $97,289+138.4% | $92,805+149.9% | $155,188+49.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 13.94% | 29.03%-15.1pp | 31.59%-17.6pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,954 | $8,795-43.7% | $8,448-41.4% | $6,531-24.1% |
| Admin fee / account holder | $9,348 | $12,015-22.2% | $10,911-14.3% | $14,480-35.4% |