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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 | $97,648+93.9% | $121,663+55.7% | $87,485+116.5% |
| Participation rate | 88.5% | 70.5%+18.0pp | 74.5%+14.0pp | 68.9%+19.5pp |
| Annual return | 12.33% | 18.03%-5.7pp | 147.54%-135.2pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,394 | $3,923+12.0% | $4,887-10.1% | $4,274+2.8% |
| Admin fee / account holder | $28,919 | $11,100+160.5% | $14,289+102.4% | $7,775+272.0% |