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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 | $109,547 | $102,422+7.0% | $147,117-25.5% | $80,959+35.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 12.66% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $18,458 | $6,652+177.5% | $8,065+128.9% | $4,300+329.2% |
| Admin fee / account holder | $18,389 | $7,953+131.2% | $12,993+41.5% | $6,925+165.5% |