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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 | $204,660 | $100,139+104.4% | $85,187+140.2% | $145,884+40.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 9.70% | 84.15%-74.4pp | 66.67%-57.0pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,345 | $5,296+0.9% | $4,525+18.1% | $6,690-20.1% |
| Admin fee / account holder | $6,250 | $7,262-13.9% | $6,162+1.4% | $13,392-53.3% |