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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 | $147,986 | $106,918+38.4% | $84,021+76.1% | $152,897-3.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 19.80% | 105.01%-85.2pp | 71.32%-51.5pp | 345.43%-325.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,687 | $4,012-33.0% | $3,239-17.0% | $5,851-54.1% |
| Admin fee / account holder | $12,219 | $8,288+47.4% | $6,102+100.3% | $11,599+5.3% |