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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 | $241,020 | $110,240+118.6% | $96,544+149.6% | $139,487+72.8% |
| Participation rate | 77.3% | 78.1%-0.9pp | 76.0%+1.3pp | 80.3%-3.1pp |
| Annual return | 13.35% | 26.41%-13.1pp | 25.88%-12.5pp | 373.84%-360.5pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,683 | $5,549-33.6% | $4,851-24.1% | $6,713-45.1% |
| Admin fee / account holder | $18,218 | $11,602+57.0% | $8,254+120.7% | $11,407+59.7% |