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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 | $182,208 | $99,875+82.4% | $146,866+24.1% | $86,983+109.5% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 16.07% | 28.10%-12.0pp | 102.85%-86.8pp | 25.83%-9.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,926 | $6,322+9.5% | $7,759-10.7% | $4,194+65.1% |
| Admin fee / account holder | $35,202 | $7,838+349.1% | $13,620+158.5% | $7,856+348.1% |