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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 | $171,899 | $88,672+93.9% | $105,223+63.4% | $82,448+108.5% |
| Participation rate | 87.9% | 67.9%+20.0pp | 75.0%+12.8pp | 68.1%+19.8pp |
| Annual return | 17.11% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,520 | $4,036+235.0% | $5,072+166.6% | $4,139+226.6% |
| Admin fee / account holder | $2,749 | $7,146-61.5% | $8,859-69.0% | $7,234-62.0% |