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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 | $102,609+126.0% | $98,090+136.4% | $138,895+67.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 13.94% | 36.44%-22.5pp | 37.05%-23.1pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,954 | $8,167-39.3% | $7,845-36.8% | $6,396-22.5% |
| Admin fee / account holder | $9,348 | $11,434-18.2% | $11,815-20.9% | $12,562-25.6% |