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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 | $192,351 | $98,766+94.8% | $149,730+28.5% | $79,852+140.9% |
| Participation rate | 81.0% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 17.20% | 27.43%-10.2pp | 276.70%-259.5pp | 31.72%-14.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,998 | $5,681+128.8% | $6,843+90.0% | $3,740+247.5% |
| Admin fee / account holder | $1,371 | $6,052-77.3% | $9,310-85.3% | $5,306-74.2% |