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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 | $201,963 | $98,776+104.5% | $149,745+34.9% | $79,856+152.9% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 18.18% | 27.38%-9.2pp | 276.72%-258.5pp | 31.71%-13.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,547 | $5,681+138.4% | $6,843+98.0% | $3,741+262.1% |
| Admin fee / account holder | $2,257 | $6,053-62.7% | $9,312-75.8% | $5,306-57.5% |