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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 | $207,979 | $106,749+94.8% | $145,433+43.0% | $82,448+152.3% |
| Participation rate | 95.3% | 75.6%+19.7pp | 82.1%+13.2pp | 68.1%+27.2pp |
| Annual return | 18.43% | 27.59%-9.2pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $19,132 | $6,519+193.5% | $7,897+142.3% | $4,139+362.2% |
| Admin fee / account holder | $22,844 | $8,390+172.3% | $13,129+74.0% | $7,234+215.8% |