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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 | $135,501 | $89,367+51.6% | $141,191-4.0% | $72,975+85.7% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.5%+2.3pp | 69.5%+15.3pp |
| Annual return | 21.25% | 111.87%-90.6pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,156 | $5,419+69.0% | $6,710+36.4% | $3,608+153.8% |
| Admin fee / account holder | $1,595 | $5,957-73.2% | $10,264-84.5% | $5,124-68.9% |