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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 | $189,386 | $94,031+101.4% | $115,768+63.6% | $82,448+129.7% |
| Participation rate | 88.5% | 70.4%+18.0pp | 74.4%+14.1pp | 68.1%+20.4pp |
| Annual return | 12.33% | 20.61%-8.3pp | 100.46%-88.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,394 | $3,972+10.6% | $4,917-10.6% | $4,139+6.1% |
| Admin fee / account holder | $28,919 | $10,249+182.1% | $12,439+132.5% | $7,234+299.7% |