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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 | $215,001 | $102,422+109.9% | $147,117+46.1% | $80,959+165.6% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 23.91% | 135.16%-111.2pp | 420.54%-396.6pp | 35.67%-11.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,730 | $6,652+106.4% | $8,065+70.3% | $4,300+219.3% |
| Admin fee / account holder | $2,841 | $7,953-64.3% | $12,993-78.1% | $6,925-59.0% |