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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 | $201,688 | $69,252+191.2% | $64,099+214.7% | $139,456+44.6% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 10.78% | 45.89%-35.1pp | 33.70%-22.9pp | 373.45%-362.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $12,950 | $4,683+176.5% | $3,881+233.6% | $6,711+93.0% |
| Admin fee / account holder | $15,005 | $4,248+253.3% | $3,070+388.7% | $11,407+31.5% |