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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 | $154,704 | $90,509+70.9% | $78,693+96.6% | $273,968-43.5% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 8.39% | 75.61%-67.2pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,350 | $3,901-14.1% | $3,517-4.7% | $5,287-36.6% |
| Admin fee / account holder | $22,100 | $5,264+319.9% | $4,511+389.9% | $10,132+118.1% |