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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 | $177,592 | $76,551+132.0% | $123,894+43.3% | $62,881+182.4% |
| Participation rate | 76.7% | 73.0%+3.8pp | 81.4%-4.7pp | 69.3%+7.4pp |
| Annual return | 7.36% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,949 | $4,840+126.2% | $5,984+83.0% | $3,203+241.8% |
| Admin fee / account holder | $5,465 | $4,826+13.3% | $8,357-34.6% | $4,296+27.2% |