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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 | $175,200 | $275,752-36.5% | $256,809-31.8% | $198,609-11.8% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 14.93% | 34.81%-19.9pp | 32.73%-17.8pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,635 | $7,721-78.8% | $7,263-77.5% | $5,055-67.7% |
| Participant deferral / active EE | $5,466 | $10,037-45.5% | $9,520-42.6% | $6,977-21.7% |
| Admin fee / account holder | $108,911 | $25,716+323.5% | $25,146+333.1% | $19,030+472.3% |