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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 | $211,194 | $85,766+146.2% | $136,297+55.0% | $70,124+201.2% |
| Participation rate | 72.4% | 74.2%-1.7pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 15.78% | 31.45%-15.7pp | 5156.19%-5140.4pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,598 | $5,051+109.8% | $6,247+69.6% | $3,332+218.1% |
| Admin fee / account holder | $7,213 | $5,420+33.1% | $9,244-22.0% | $4,645+55.3% |