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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 | $177,055 | $104,577+69.3% | $76,667+130.9% | $152,909+15.8% |
| Participation rate | 72.7% | 76.6%-3.9pp | 72.1%+0.6pp | 82.5%-9.7pp |
| Annual return | 20.03% | 1014.36%-994.3pp | 1166.74%-1146.7pp | 345.46%-325.4pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,020 | $4,237+136.5% | $3,336+200.4% | $5,851+71.2% |
| Admin fee / account holder | $2,731 | $12,290-77.8% | $6,423-57.5% | $11,601-76.5% |