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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 | $218,800 | $99,009+121.0% | $86,581+152.7% | $147,585+48.3% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 18.31% | 1312.70%-1294.4pp | 965.06%-946.8pp | 578.58%-560.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,897 | $3,972-1.9% | $3,609+8.0% | $5,439-28.4% |
| Admin fee / account holder | $1,707 | $5,709-70.1% | $4,904-65.2% | $10,886-84.3% |