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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 | $210,051 | $102,638+104.7% | $81,991+156.2% | $158,966+32.1% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.3%+12.6pp | 82.0%-0.1pp |
| Annual return | 12.07% | 61.05%-49.0pp | 41.31%-29.2pp | 302.95%-290.9pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,115 | $4,649-76.0% | $3,722-70.0% | $5,983-81.4% |
| Admin fee / account holder | $822 | $8,237-90.0% | $5,665-85.5% | $11,250-92.7% |