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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 | $193,853 | $89,370+116.9% | $141,197+37.3% | $72,976+165.6% |
| Participation rate | 75.4% | 75.1%+0.3pp | 82.5%-7.1pp | 69.5%+5.9pp |
| Annual return | 25.55% | 111.88%-86.3pp | 71.41%-45.9pp | 81.02%-55.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,472 | $5,419+148.6% | $6,710+100.8% | $3,608+273.4% |
| Admin fee / account holder | $7,245 | $5,957+21.6% | $10,265-29.4% | $5,124+41.4% |