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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 | $173,118 | $93,598+85.0% | $135,974+27.3% | $75,173+130.3% |
| Participation rate | 86.0% | 75.2%+10.9pp | 81.9%+4.1pp | 67.2%+18.8pp |
| Annual return | 16.23% | 30.89%-14.7pp | 68.30%-52.1pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,356 | $6,405+77.3% | $7,760+46.3% | $4,126+175.2% |
| Admin fee / account holder | $26,685 | $6,978+282.4% | $10,767+147.8% | $5,651+372.2% |