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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 | $115,350 | $98,240+17.4% | $82,312+40.1% | $147,586-21.8% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 12.21% | 30.85%-18.6pp | 25.88%-13.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,281 | $4,383-2.3% | $3,706+15.5% | $5,439-21.3% |
| Admin fee / account holder | $20,042 | $8,563+134.1% | $5,608+257.4% | $10,886+84.1% |