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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 | $164,168 | $98,766+66.2% | $149,730+9.6% | $79,852+105.6% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.5%-9.5pp | 69.6%+3.3pp |
| Annual return | 19.07% | 27.43%-8.4pp | 276.70%-257.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,633 | $5,681-0.8% | $6,843-17.7% | $3,740+50.6% |
| Admin fee / account holder | $17,729 | $6,052+192.9% | $9,310+90.4% | $5,306+234.1% |