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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 | $119,301 | $80,753+47.7% | $136,298-12.5% | $62,293+91.5% |
| Participation rate | 79.4% | 73.5%+5.9pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 19.66% | 35.83%-16.2pp | 5156.27%-5136.6pp | 28.90%-9.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,327 | $5,164+22.5% | $6,247+1.3% | $3,169+99.6% |
| Admin fee / account holder | $4,418 | $525+740.9% | $9,244-52.2% | $479+821.7% |