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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 | $174,476 | $86,949+100.7% | $102,460+70.3% | $80,959+115.5% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.1pp | 67.7%+27.9pp |
| Annual return | 11.42% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,257 | $4,121+51.8% | $5,056+23.8% | $4,300+45.5% |
| Admin fee / account holder | $8,067 | $8,048+0.2% | $9,460-14.7% | $6,925+16.5% |