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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 | $173,133 | $102,422+69.0% | $147,117+17.7% | $80,959+113.9% |
| Participation rate | 82.9% | 75.9%+7.1pp | 82.2%+0.7pp | 67.7%+15.3pp |
| Annual return | 12.81% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,307 | $6,652+70.0% | $8,065+40.2% | $4,300+162.9% |
| Admin fee / account holder | $28,375 | $7,953+256.8% | $12,993+118.4% | $6,925+309.7% |