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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 | $123,425 | $102,393+20.5% | $147,041-16.1% | $80,911+52.5% |
| Participation rate | 90.5% | 75.9%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 19.15% | 134.95%-115.8pp | 419.21%-400.1pp | 35.63%-16.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,433 | $6,647+11.8% | $8,071-7.9% | $4,297+73.0% |
| Admin fee / account holder | $5,298 | $7,943-33.3% | $13,006-59.3% | $6,935-23.6% |