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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 | $197,653 | $93,617+111.1% | $135,982+45.4% | $75,177+162.9% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 18.28% | 30.89%-12.6pp | 68.32%-50.0pp | 160.75%-142.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,288 | $6,406+107.4% | $7,760+71.2% | $4,126+222.0% |
| Admin fee / account holder | $13,715 | $6,980+96.5% | $10,767+27.4% | $5,651+142.7% |