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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 | $195,388 | $98,760+97.8% | $149,710+30.5% | $79,860+144.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 18.56% | 27.43%-8.9pp | 276.63%-258.1pp | 31.72%-13.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,661 | $5,681+140.5% | $6,842+99.7% | $3,740+265.3% |
| Admin fee / account holder | $13,280 | $6,053+119.4% | $9,309+42.7% | $5,306+150.3% |