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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 | $120,985 | $98,776+22.5% | $149,745-19.2% | $79,856+51.5% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.9pp |
| Annual return | 13.99% | 27.38%-13.4pp | 276.72%-262.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,493 | $5,681+14.3% | $6,843-5.1% | $3,741+73.6% |
| Admin fee / account holder | $3,371 | $6,053-44.3% | $9,312-63.8% | $5,306-36.5% |