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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 | $182,208 | $106,524+71.0% | $152,301+19.6% | $87,485+108.3% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 16.07% | 26.89%-10.8pp | 80.50%-64.4pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,926 | $6,525+6.1% | $8,004-13.5% | $4,274+62.1% |
| Admin fee / account holder | $35,202 | $8,287+324.8% | $14,398+144.5% | $7,775+352.8% |