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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 | $168,296 | $85,171+97.6% | $172,752-2.6% | $72,975+130.6% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.6%-0.5pp | 69.5%+12.7pp |
| Annual return | 22.12% | 27.32%-5.2pp | 802.97%-780.9pp | 81.01%-58.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,579 | $3,260+40.5% | $5,198-11.9% | $3,608+26.9% |
| Admin fee / account holder | $4,566 | $5,880-22.4% | $13,955-67.3% | $5,124-10.9% |