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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 | $132,641 | $118,708+11.7% | $98,920+34.1% | $158,966-16.6% |
| Participation rate | 72.2% | 77.8%-5.6pp | 76.0%-3.8pp | 82.0%-9.7pp |
| Annual return | 11.80% | 372.49%-360.7pp | 196.47%-184.7pp | 302.95%-291.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,650 | $5,089-47.9% | $4,245-37.6% | $5,983-55.7% |
| Admin fee / account holder | $28,356 | $10,134+179.8% | $6,643+326.9% | $11,250+152.1% |