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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 | $102,385+120.7% | $147,080+53.6% | $80,935+179.1% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 17.42% | 135.09%-117.7pp | 420.17%-402.7pp | 35.66%-18.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,556 | $6,651-16.5% | $8,066-31.1% | $4,299+29.2% |
| Admin fee / account holder | $7,461 | $7,951-6.2% | $12,989-42.6% | $6,924+7.8% |