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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 | $81,331+95.4% | $155,534+2.2% | $80,935+96.4% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 14.46% | 33.37%-18.9pp | 64.92%-50.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,750 | $3,454+153.3% | $5,630+55.4% | $4,299+103.5% |
| Admin fee / account holder | $1,008 | $7,999-87.4% | $15,900-93.7% | $6,924-85.4% |