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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 | $231,876 | $105,623+119.5% | $87,502+165.0% | $273,972-15.4% |
| Participation rate | 95.7% | 78.2%+17.5pp | 73.8%+21.8pp | 83.0%+12.6pp |
| Annual return | 9.92% | 12.26%-2.3pp | 12.21%-2.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $954 | $3,601-73.5% | $3,149-69.7% | $5,287-82.0% |
| Admin fee / account holder | $12,869 | $4,781+169.2% | $4,221+204.9% | $10,133+27.0% |