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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 | $144,125 | $79,955+80.3% | $98,450+46.4% | $75,181+91.7% |
| Participation rate | 85.2% | 70.4%+14.8pp | 75.2%+10.0pp | 67.2%+18.0pp |
| Annual return | 14.57% | 19.75%-5.2pp | 21.16%-6.6pp | 160.69%-146.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,211 | $3,752+225.4% | $4,739+157.7% | $4,126+196.0% |
| Admin fee / account holder | $5,517 | $6,841-19.4% | $8,961-38.4% | $5,650-2.3% |