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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 | $205,568 | $45,082+356.0% | $69,464+195.9% | $72,975+181.7% |
| Participation rate | 93.8% | 68.5%+25.3pp | 74.6%+19.1pp | 69.5%+24.3pp |
| Annual return | 19.57% | 22.66%-3.1pp | 28.98%-9.4pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,181 | $2,604+406.2% | $3,536+272.7% | $3,608+265.3% |
| Admin fee / account holder | $3,741 | $3,057+22.4% | $3,840-2.6% | $5,124-27.0% |