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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 | $125,708 | $98,776+27.3% | $149,745-16.1% | $79,856+57.4% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.5%+9.9pp | 69.6%+22.8pp |
| Annual return | 15.77% | 27.38%-11.6pp | 276.72%-260.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14,487 | $5,681+155.0% | $6,843+111.7% | $3,741+287.3% |
| Admin fee / account holder | $4,601 | $6,053-24.0% | $9,312-50.6% | $5,306-13.3% |