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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 | $111,087 | $106,524+4.3% | $152,301-27.1% | $87,485+27.0% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.3pp |
| Annual return | 17.07% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $20,138 | $6,525+208.6% | $8,004+151.6% | $4,274+371.2% |
| Admin fee / account holder | $15,544 | $8,287+87.6% | $14,398+8.0% | $7,775+99.9% |