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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 | $134,361 | $114,013+17.8% | $103,693+29.6% | $155,188-13.4% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.2pp | 80.8%+8.1pp |
| Annual return | 18.82% | 49.31%-30.5pp | 47.61%-28.8pp | 148.84%-130.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,837 | $4,970+57.7% | $4,579+71.2% | $6,531+20.0% |
| Admin fee / account holder | $36,428 | $8,407+333.3% | $7,858+363.6% | $14,480+151.6% |