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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 | $191,746 | $102,422+87.2% | $147,117+30.3% | $80,959+136.8% |
| Participation rate | 72.4% | 75.9%-3.5pp | 82.2%-9.8pp | 67.7%+4.7pp |
| Annual return | 16.68% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,988 | $6,652+110.3% | $8,065+73.4% | $4,300+225.3% |
| Admin fee / account holder | $8,444 | $7,953+6.2% | $12,993-35.0% | $6,925+21.9% |