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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 | $98,776+97.8% | $149,745+30.5% | $79,856+144.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 18.56% | 27.38%-8.8pp | 276.72%-258.2pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,661 | $5,681+140.5% | $6,843+99.6% | $3,741+265.2% |
| Admin fee / account holder | $13,280 | $6,053+119.4% | $9,312+42.6% | $5,306+150.3% |