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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 | $48,327+291.9% | $67,575+180.3% | $80,935+134.0% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.7%+24.0pp |
| Annual return | 20.00% | 18.31%+1.7pp | 3528.98%-3509.0pp | 35.66%-15.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,023 | $2,927+105.8% | $4,003+50.4% | $4,299+40.1% |
| Admin fee / account holder | $8,667 | $3,692+134.8% | $3,993+117.1% | $6,924+25.2% |