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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 | $189,406 | $48,314+292.0% | $67,561+180.3% | $80,925+134.1% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.7%+24.0pp |
| Annual return | 20.00% | 18.28%+1.7pp | 3525.44%-3505.4pp | 35.65%-15.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,023 | $2,927+105.8% | $4,003+50.5% | $4,299+40.1% |
| Admin fee / account holder | $8,667 | $3,690+134.9% | $4,006+116.4% | $6,940+24.9% |