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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 | $198,002 | $54,763+261.6% | $90,324+119.2% | $72,976+171.3% |
| Participation rate | 84.8% | 65.2%+19.7pp | 73.3%+11.6pp | 69.5%+15.4pp |
| Annual return | 23.63% | 30.63%-7.0pp | 78.15%-54.5pp | 81.02%-57.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,994 | $2,887+246.1% | $3,885+157.2% | $3,608+177.0% |
| Admin fee / account holder | $16,101 | $3,973+305.2% | $5,356+200.6% | $5,124+214.2% |