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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 | $187,583 | $45,050+316.4% | $63,018+197.7% | $70,126+167.5% |
| Participation rate | 93.9% | 69.5%+24.4pp | 74.8%+19.1pp | 69.5%+24.4pp |
| Annual return | 11.95% | 18.76%-6.8pp | 87.62%-75.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $12,710 | $2,466+415.5% | $3,330+281.7% | $3,332+281.5% |
| Admin fee / account holder | $2,518 | $2,834-11.2% | $3,601-30.1% | $4,645-45.8% |