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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 | $238,186 | $93,617+154.4% | $135,982+75.2% | $75,177+216.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.49% | 30.89%-12.4pp | 68.32%-49.8pp | 160.75%-142.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,202 | $6,406+59.3% | $7,760+31.5% | $4,126+147.2% |
| Admin fee / account holder | $22,674 | $6,980+224.9% | $10,767+110.6% | $5,651+301.2% |