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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 | $125,715 | $106,905+17.6% | $84,020+49.6% | $152,885-17.8% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.5%+11.3pp |
| Annual return | 9.95% | 105.00%-95.0pp | 71.31%-61.4pp | 345.39%-335.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,585 | $4,012+39.2% | $3,239+72.4% | $5,851-4.5% |
| Admin fee / account holder | $651 | $8,287-92.1% | $6,101-89.3% | $11,598-94.4% |