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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 | $214,020 | $127,273+68.2% | $109,895+94.8% | $167,518+27.8% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.2%+12.1pp | 82.1%+4.3pp |
| Annual return | 23.19% | 22.97%+0.2pp | 29.46%-6.3pp | 478.71%-455.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,379 | $4,515+63.4% | $4,049+82.3% | $6,342+16.4% |
| Admin fee / account holder | $269,011 | $7,117+3680.1% | $6,067+4334.0% | $12,312+2084.9% |