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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 | $131,602 | $107,941+21.9% | $91,994+43.1% | $152,897-13.9% |
| Participation rate | 83.3% | 81.2%+2.1pp | 78.6%+4.7pp | 82.5%+0.9pp |
| Annual return | 25.03% | 89.28%-64.2pp | 69.04%-44.0pp | 345.43%-320.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,971 | $6,366+88.1% | $5,924+102.1% | $5,851+104.6% |
| Admin fee / account holder | $26,668 | $10,521+153.5% | $7,744+244.4% | $11,599+129.9% |