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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 | $225,919 | $102,422+120.6% | $147,117+53.6% | $80,959+179.1% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 17.42% | 135.16%-117.7pp | 420.54%-403.1pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,556 | $6,652-16.5% | $8,065-31.1% | $4,300+29.2% |
| Admin fee / account holder | $7,461 | $7,953-6.2% | $12,993-42.6% | $6,925+7.7% |