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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 | $234,134 | $132,634+76.5% | $115,768+102.2% | $137,256+70.6% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.4%+18.5pp | 80.0%+12.9pp |
| Annual return | 17.50% | 160.70%-143.2pp | 100.46%-83.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,784 | $5,619+109.7% | $4,917+139.7% | $6,407+83.9% |
| Admin fee / account holder | $406 | $15,028-97.3% | $12,439-96.7% | $12,270-96.7% |