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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 | $244,380 | $76,551+219.2% | $123,894+97.2% | $62,881+288.6% |
| Participation rate | 90.6% | 73.0%+17.6pp | 81.4%+9.2pp | 69.3%+21.3pp |
| Annual return | 7.23% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $12,337 | $4,840+154.9% | $5,984+106.2% | $3,203+285.2% |
| Admin fee / account holder | $19,898 | $4,826+312.3% | $8,357+138.1% | $4,296+363.2% |