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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 | $116,056 | $97,289+19.3% | $92,805+25.1% | $155,188-25.2% |
| Participation rate | 81.8% | 84.2%-2.4pp | 83.5%-1.7pp | 80.8%+1.0pp |
| Annual return | 15.93% | 29.03%-13.1pp | 31.59%-15.7pp | 148.84%-132.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,717 | $8,795+67.3% | $8,448+74.2% | $6,531+125.3% |
| Admin fee / account holder | $11,603 | $12,015-3.4% | $10,911+6.3% | $14,480-19.9% |