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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 | $145,040 | $65,566+121.2% | $86,235+68.2% | $75,177+92.9% |
| Participation rate | 76.1% | 60.5%+15.6pp | 69.0%+7.1pp | 67.2%+8.9pp |
| Annual return | 17.26% | 46.07%-28.8pp | 1170.03%-1152.8pp | 160.75%-143.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,044 | $3,023+66.8% | $3,987+26.5% | $4,126+22.2% |
| Admin fee / account holder | $2,758 | $5,470-49.6% | $6,856-59.8% | $5,651-51.2% |