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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 | $216,100 | $124,425+73.7% | $112,040+92.9% | $137,256+57.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.89% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $733 | $3,411-78.5% | $2,954-75.2% | $4,156-82.4% |
| Participant deferral / active EE | $4,438 | $5,718-22.4% | $5,098-12.9% | $6,407-30.7% |
| Admin fee / account holder | $5,540 | $15,207-63.6% | $12,098-54.2% | $12,270-54.8% |