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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 | $159,608 | $89,367+78.6% | $141,191+13.0% | $72,975+118.7% |
| Participation rate | 77.0% | 75.1%+1.9pp | 82.5%-5.4pp | 69.5%+7.6pp |
| Annual return | 22.90% | 111.87%-89.0pp | 71.41%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,376 | $5,419+109.9% | $6,710+69.5% | $3,608+215.3% |
| Admin fee / account holder | $8,575 | $5,957+44.0% | $10,264-16.5% | $5,124+67.3% |