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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 | $229,001 | $105,195+117.7% | $159,450+43.6% | $85,854+166.7% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.8%-0.5pp | 69.3%+13.0pp |
| Annual return | 22.17% | 45.08%-22.9pp | 263.60%-241.4pp | 318.56%-296.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $14,249 | $5,946+139.6% | $7,352+93.8% | $3,952+260.5% |
| Admin fee / account holder | $10,298 | $6,934+48.5% | $10,800-4.6% | $6,260+64.5% |