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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 | $119,345 | $102,385+16.6% | $147,080-18.9% | $80,935+47.5% |
| Participation rate | 87.2% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 19.02% | 135.09%-116.1pp | 420.17%-401.1pp | 35.66%-16.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,266 | $6,651+84.4% | $8,066+52.1% | $4,299+185.3% |
| Admin fee / account holder | $16,094 | $7,951+102.4% | $12,989+23.9% | $6,924+132.4% |