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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 | $114,201 | $102,422+11.5% | $147,117-22.4% | $80,959+41.1% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 19.55% | 135.16%-115.6pp | 420.54%-401.0pp | 35.67%-16.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,556 | $6,652+88.7% | $8,065+55.7% | $4,300+192.0% |
| Admin fee / account holder | $3,852 | $7,953-51.6% | $12,993-70.4% | $6,925-44.4% |