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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 | $245,637 | $85,766+186.4% | $136,298+80.2% | $70,126+250.3% |
| Participation rate | 72.8% | 74.2%-1.3pp | 81.9%-9.1pp | 69.5%+3.3pp |
| Annual return | 20.92% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,216 | $5,051+82.5% | $6,247+47.5% | $3,332+176.6% |
| Admin fee / account holder | $40,023 | $5,421+638.3% | $9,244+333.0% | $4,645+761.5% |