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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 | $114,201 | $102,382+11.5% | $147,005-22.3% | $80,874+41.2% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 19.55% | 134.89%-115.3pp | 418.76%-399.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,556 | $6,646+88.9% | $8,070+55.6% | $4,297+192.2% |
| Admin fee / account holder | $3,852 | $7,942-51.5% | $13,006-70.4% | $6,935-44.5% |