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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 | $100,441 | $85,766+17.1% | $136,298-26.3% | $70,126+43.2% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 16.14% | 31.46%-15.3pp | 5156.27%-5140.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $13,257 | $5,051+162.4% | $6,247+112.2% | $3,332+297.9% |
| Admin fee / account holder | $2,927 | $5,421-46.0% | $9,244-68.3% | $4,645-37.0% |