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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 | $138,780 | $80,812+71.7% | $160,784-13.7% | $82,448+68.3% |
| Participation rate | 85.3% | 66.2%+19.1pp | 77.0%+8.4pp | 68.1%+17.3pp |
| Annual return | 18.60% | 100.59%-82.0pp | 1803.92%-1785.3pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,258 | $4,335+113.5% | $6,293+47.1% | $4,139+123.7% |
| Admin fee / account holder | $2,634 | $7,695-65.8% | $9,717-72.9% | $7,234-63.6% |