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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 | $144,308 | $78,707+83.4% | $117,861+22.4% | $70,126+105.8% |
| Participation rate | 97.3% | 73.2%+24.1pp | 79.7%+17.6pp | 69.5%+27.8pp |
| Annual return | 19.52% | 23.30%-3.8pp | 335.11%-315.6pp | 73.15%-53.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,487 | $3,297+187.7% | $4,482+111.7% | $3,332+184.8% |
| Admin fee / account holder | $1,827 | $5,066-63.9% | $8,021-77.2% | $4,645-60.7% |