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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 | $103,077 | $89,367+15.3% | $141,191-27.0% | $72,975+41.2% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 25.99% | 111.87%-85.9pp | 71.41%-45.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,170 | $5,419-41.5% | $6,710-52.8% | $3,608-12.1% |
| Admin fee / account holder | $20,169 | $5,957+238.6% | $10,264+96.5% | $5,124+293.6% |