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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 | $117,846+91.4% | $102,434+120.2% | $145,884+54.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 8.94% | 31.90%-23.0pp | 29.46%-20.5pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,760 | $5,733+17.9% | $5,055+33.7% | $6,690+1.1% |
| Admin fee / account holder | $3,526 | $13,356-73.6% | $9,462-62.7% | $13,392-73.7% |