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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 | $128,211 | $89,370+43.5% | $141,197-9.2% | $72,976+75.7% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 21.19% | 111.88%-90.7pp | 71.41%-50.2pp | 81.02%-59.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,151 | $5,419+50.4% | $6,710+21.5% | $3,608+125.9% |
| Admin fee / account holder | $2,198 | $5,957-63.1% | $10,265-78.6% | $5,124-57.1% |