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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 | $193,458 | $107,421+80.1% | $182,262+6.1% | $94,015+105.8% |
| Participation rate | 71.7% | 77.8%-6.0pp | 84.2%-12.5pp | 70.8%+0.9pp |
| Annual return | 17.81% | 21.32%-3.5pp | 140.60%-122.8pp | 17.84%0pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,435 | $6,558+28.6% | $8,276+1.9% | $4,249+98.5% |
| Admin fee / account holder | $14,209 | $8,692+63.5% | $16,712-15.0% | $8,951+58.7% |