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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 | $152,993 | $88,754+72.4% | $81,820+87.0% | $145,877+4.9% |
| Participation rate | 78.6% | 75.1%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 11.36% | 1031.77%-1020.4pp | 777.93%-766.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,212 | $4,648+12.1% | $4,323+20.6% | $6,691-22.1% |
| Admin fee / account holder | $58,796 | $8,424+598.0% | $7,391+695.6% | $13,402+338.7% |