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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 | $133,744 | $94,031+42.2% | $115,768+15.5% | $82,448+62.2% |
| Participation rate | 94.9% | 70.4%+24.5pp | 74.4%+20.5pp | 68.1%+26.8pp |
| Annual return | 13.85% | 20.61%-6.8pp | 100.46%-86.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,653 | $3,972+67.5% | $4,917+35.3% | $4,139+60.7% |
| Admin fee / account holder | $8,567 | $10,249-16.4% | $12,439-31.1% | $7,234+18.4% |