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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 | $149,050 | $106,008+40.6% | $92,240+61.6% | $147,586+1.0% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 13.09% | 50.05%-37.0pp | 176.29%-163.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,656 | $4,478-18.4% | $3,897-6.2% | $5,439-32.8% |
| Admin fee / account holder | $526 | $6,333-91.7% | $5,194-89.9% | $10,886-95.2% |