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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 | $136,871 | $97,125+40.9% | $86,233+58.7% | $137,256-0.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 13.06% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,696 | $5,180-67.3% | $4,559-62.8% | $6,407-73.5% |
| Admin fee / account holder | $337,241 | $9,725+3367.9% | $8,342+3942.6% | $12,270+2648.5% |