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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 | $78,361 | $84,708-7.5% | $75,714+3.5% | $167,536-53.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.8%+12.7pp | 82.1%+5.4pp |
| Annual return | 12.84% | 199.62%-186.8pp | 104.62%-91.8pp | 478.82%-466.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,900 | $4,577+28.9% | $3,820+54.4% | $6,342-7.0% |
| Admin fee / account holder | $3,674 | $5,358-31.4% | $3,619+1.5% | $12,315-70.2% |