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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 | $206,034 | $62,672+228.8% | $185,117+11.3% | $70,124+193.8% |
| Participation rate | 85.7% | 63.8%+21.9pp | 77.3%+8.4pp | 69.5%+16.2pp |
| Annual return | 17.42% | 40.79%-23.4pp | 40.50%-23.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $13,586 | $3,272+315.3% | $5,045+169.3% | $3,332+307.8% |
| Admin fee / account holder | $2,979 | $3,932-24.2% | $8,159-63.5% | $4,645-35.9% |