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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 | $166,326 | $112,933+47.3% | $90,970+82.8% | $158,982+4.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 18.53% | 215.82%-197.3pp | 134.60%-116.1pp | 302.99%-284.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,000 | $4,128+21.1% | $3,373+48.2% | $5,983-16.4% |
| Admin fee / account holder | $18,580 | $8,047+130.9% | $5,961+211.7% | $11,252+65.1% |