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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 | $142,139 | $61,787+130.0% | $97,197+46.2% | $80,925+75.6% |
| Participation rate | 86.5% | 63.5%+23.0pp | 72.7%+13.8pp | 67.7%+18.8pp |
| Annual return | 17.17% | -558.16%+575.3pp | 75.47%-58.3pp | 35.65%-18.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,377 | $3,027+176.7% | $4,263+96.5% | $4,299+94.9% |
| Admin fee / account holder | $1,221 | $5,170-76.4% | $5,637-78.3% | $6,940-82.4% |