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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 | $158,918 | $81,262+95.6% | $155,602+2.1% | $80,911+96.4% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 14.46% | 33.34%-18.9pp | 64.81%-50.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,750 | $3,451+153.5% | $5,629+55.5% | $4,297+103.6% |
| Admin fee / account holder | $1,008 | $7,992-87.4% | $15,923-93.7% | $6,935-85.5% |