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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 | $210,743 | $97,125+117.0% | $86,233+144.4% | $137,256+53.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 12.10% | 74.19%-62.1pp | 61.39%-49.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,441 | $5,180+82.3% | $4,559+107.1% | $6,407+47.4% |
| Admin fee / account holder | $1,651 | $9,725-83.0% | $8,342-80.2% | $12,270-86.5% |