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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 | $158,674 | $70,430+125.3% | $96,572+64.3% | $85,851+84.8% |
| Participation rate | 86.4% | 61.8%+24.6pp | 69.8%+16.5pp | 69.3%+17.0pp |
| Annual return | 18.42% | 18.58%-0.2pp | 37.79%-19.4pp | 318.63%-300.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,983 | $2,894+37.6% | $3,850+3.5% | $3,952+0.8% |
| Admin fee / account holder | $5,443 | $4,996+8.9% | $6,183-12.0% | $6,261-13.1% |