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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 | $123,926 | $110,379+12.3% | $102,412+21.0% | $145,884-15.1% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 15.04% | 24.84%-9.8pp | 24.94%-9.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,141 | $5,622-44.1% | $5,060-37.9% | $6,690-53.1% |
| Admin fee / account holder | $98,267 | $9,745+908.4% | $8,388+1071.6% | $13,392+633.8% |