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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 | $137,552 | $105,198+30.8% | $159,455-13.7% | $85,856+60.2% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.8%-6.8pp | 69.3%+6.7pp |
| Annual return | 14.24% | 45.08%-30.8pp | 263.63%-249.4pp | 318.58%-304.3pp |
| Employer contribution / active EE | $400 | $3,319-87.9% | $4,830-91.7% | $2,565-84.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,640 | $6,934+125.5% | $10,800+44.8% | $6,261+149.8% |