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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 | $123,326 | $93,589+31.8% | $135,942-9.3% | $75,181+64.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.36% | 30.90%-14.5pp | 68.28%-51.9pp | 160.69%-144.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,429 | $6,405-15.2% | $7,759-30.0% | $4,126+31.6% |
| Admin fee / account holder | $9,339 | $6,977+33.8% | $10,764-13.2% | $5,650+65.3% |