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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 | $181,133 | $89,367+102.7% | $141,191+28.3% | $72,975+148.2% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 20.24% | 111.87%-91.6pp | 71.41%-51.2pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,635 | $5,419+77.8% | $6,710+43.6% | $3,608+167.1% |
| Admin fee / account holder | $16,025 | $5,957+169.0% | $10,264+56.1% | $5,124+212.7% |