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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 | $153,690 | $116,190+32.3% | $93,614+64.2% | $152,885+0.5% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | 23.95% | 35.96%-12.0pp | 32.76%-8.8pp | 345.39%-321.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $18,798 | $4,604+308.3% | $4,069+362.0% | $5,851+221.3% |
| Admin fee / account holder | $10,100 | $10,749-6.0% | $7,889+28.0% | $11,598-12.9% |