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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 | $141,600 | $100,033+41.6% | $149,716-5.4% | $70,124+101.9% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.1%-5.2pp | 69.5%+12.3pp |
| Annual return | 21.58% | 27.43%-5.8pp | 1501.67%-1480.1pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $13,776 | $4,982+176.5% | $6,568+109.7% | $3,332+313.5% |
| Admin fee / account holder | $3,061 | $8,285-63.1% | $11,282-72.9% | $4,645-34.1% |