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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 | $225,610 | $117,904+91.3% | $102,457+120.2% | $145,978+54.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 8.94% | 31.80%-22.9pp | 29.41%-20.5pp | 550.52%-541.6pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,760 | $5,733+17.9% | $5,054+33.7% | $6,690+1.1% |
| Admin fee / account holder | $3,526 | $13,329-73.6% | $9,451-62.7% | $13,400-73.7% |