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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 | $142,886 | $117,444+21.7% | $99,479+43.6% | $152,909-6.6% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.5%+7.5pp |
| Annual return | 22.52% | 31.87%-9.3pp | 30.72%-8.2pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,519 | $4,086+59.5% | $3,619+80.1% | $5,851+11.4% |
| Admin fee / account holder | $36,667 | $7,635+380.2% | $6,253+486.4% | $11,601+216.1% |