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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 | $217,589 | $98,766+120.3% | $149,730+45.3% | $79,852+172.5% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 16.09% | 27.43%-11.3pp | 276.70%-260.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,956 | $5,681+75.3% | $6,843+45.5% | $3,740+166.2% |
| Admin fee / account holder | $591 | $6,052-90.2% | $9,310-93.7% | $5,306-88.9% |