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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 | $102,429+109.9% | $147,096+46.2% | $80,925+165.7% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 23.91% | 135.02%-111.1pp | 419.75%-395.8pp | 35.65%-11.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,730 | $6,649+106.5% | $8,071+70.1% | $4,299+219.4% |
| Admin fee / account holder | $2,841 | $7,957-64.3% | $13,005-78.2% | $6,940-59.1% |