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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 | $219,916 | $132,099+66.5% | $115,599+90.2% | $138,895+58.3% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.3%+2.6pp | 79.9%-3.0pp |
| Annual return | 9.48% | 176.76%-167.3pp | 111.10%-101.6pp | 145.39%-135.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,964 | $5,617+59.6% | $4,889+83.3% | $6,396+40.1% |
| Admin fee / account holder | $99,726 | $15,650+537.2% | $12,841+676.6% | $12,562+693.9% |