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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 | $153,955 | $112,935+36.3% | $90,970+69.2% | $158,966-3.2% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 12.19% | 215.79%-203.6pp | 134.58%-122.4pp | 302.95%-290.8pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,134 | $4,129-24.1% | $3,373-7.1% | $5,983-47.6% |
| Admin fee / account holder | $1,462 | $8,045-81.8% | $5,960-75.5% | $11,250-87.0% |