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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 | $200,237 | $91,559+118.7% | $133,978+49.5% | $79,856+150.7% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | 14.86% | 61.85%-47.0pp | 45.10%-30.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,455 | $3,734+99.7% | $5,047+47.7% | $3,741+99.3% |
| Admin fee / account holder | $777 | $6,321-87.7% | $8,930-91.3% | $5,306-85.4% |