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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 | $205,055 | $103,008+99.1% | $90,304+127.1% | $152,897+34.1% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.5%-0.6pp |
| Annual return | 22.69% | 95.22%-72.5pp | 78.13%-55.4pp | 345.43%-322.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,370 | $4,281+25.4% | $3,885+38.2% | $5,851-8.2% |
| Admin fee / account holder | $6,963 | $6,175+12.8% | $5,354+30.0% | $11,599-40.0% |