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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 | $150,411 | $109,359+37.5% | $162,185-7.3% | $72,976+106.1% |
| Participation rate | 70.4% | 84.3%-13.9pp | 87.6%-17.2pp | 69.5%+0.9pp |
| Annual return | 29.49% | 25.46%+4.0pp | 115.61%-86.1pp | 81.02%-51.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,123 | $5,481+121.2% | $7,297+66.1% | $3,608+236.0% |
| Admin fee / account holder | $4,002 | $7,972-49.8% | $10,844-63.1% | $5,124-21.9% |