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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 | $231,181 | $106,864+116.3% | $147,318+56.9% | $82,637+179.8% |
| Participation rate | 75.7% | 75.5%+0.2pp | 82.1%-6.4pp | 68.1%+7.6pp |
| Annual return | 14.34% | 27.49%-13.1pp | 70.43%-56.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,051 | $6,496-53.0% | $7,906-61.4% | $4,126-26.1% |
| Admin fee / account holder | $4,104 | $8,415-51.2% | $13,708-70.1% | $7,339-44.1% |