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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 | $236,352 | $185,883+27.2% | $170,043+39.0% | $139,466+69.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 11.11% | 60.54%-49.4pp | 53.40%-42.3pp | 373.66%-362.6pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,451 | $11,626-53.1% | $10,410-47.6% | $6,712-18.8% |
| Admin fee / account holder | $11,062 | $15,393-28.1% | $12,824-13.7% | $11,409-3.0% |