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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 | $100,004 | $107,421-6.9% | $182,262-45.1% | $94,015+6.4% |
| Participation rate | 89.2% | 77.8%+11.4pp | 84.2%+5.0pp | 70.8%+18.4pp |
| Annual return | 16.48% | 21.32%-4.8pp | 140.60%-124.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,400 | $6,558+58.6% | $8,276+25.7% | $4,249+144.7% |
| Admin fee / account holder | $16,090 | $8,692+85.1% | $16,712-3.7% | $8,951+79.7% |