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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 | $219,440 | $125,797+74.4% | $170,043+29.0% | $75,173+191.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.55% | 27.20%-9.6pp | 53.40%-35.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $23,586 | $6,838+244.9% | $10,410+126.6% | $4,126+471.6% |
| Admin fee / account holder | $23,915 | $8,177+192.5% | $12,824+86.5% | $5,651+323.2% |