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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 | $147,468 | $73,546+100.5% | $63,018+134.0% | $147,586-0.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.8%-4.8pp | 82.8%-12.8pp |
| Annual return | 17.18% | 175.56%-158.4pp | 87.62%-70.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,168 | $4,185+47.4% | $3,330+85.2% | $5,439+13.4% |
| Admin fee / account holder | $13,581 | $5,956+128.0% | $3,601+277.2% | $10,886+24.8% |