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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 | $177,028 | $91,037+94.5% | $71,671+147.0% | $147,586+19.9% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 13.86% | 20.48%-6.6pp | 20.65%-6.8pp | 578.59%-564.7pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,222 | $4,498+60.5% | $3,438+110.1% | $5,439+32.8% |
| Admin fee / account holder | $28,793 | $8,613+234.3% | $5,558+418.0% | $10,886+164.5% |