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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 | $128,680 | $95,406+34.9% | $185,849-30.8% | $85,847+49.9% |
| Participation rate | 84.0% | 68.8%+15.2pp | 81.7%+2.3pp | 69.3%+14.7pp |
| Annual return | 13.97% | 23.59%-9.6pp | 122.10%-108.1pp | 318.61%-304.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,638 | $3,424+123.1% | $5,569+37.2% | $3,952+93.3% |
| Admin fee / account holder | $15,561 | $7,214+115.7% | $16,244-4.2% | $6,261+148.6% |