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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 | $215,977 | $69,977+208.6% | $108,582+98.9% | $62,881+243.5% |
| Participation rate | 88.6% | 72.9%+15.7pp | 79.6%+9.0pp | 69.3%+19.3pp |
| Annual return | 10.72% | 10.73%0pp | -51.70%+62.4pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,526 | $3,165+137.8% | $4,311+74.6% | $3,203+135.0% |
| Admin fee / account holder | $20,500 | $5,076+303.8% | $7,645+168.1% | $4,296+377.2% |