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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 | $143,131 | $60,139+138.0% | $90,461+58.2% | $79,856+79.2% |
| Participation rate | 85.9% | 65.0%+20.9pp | 72.7%+13.2pp | 69.6%+16.3pp |
| Annual return | 13.85% | 71.96%-58.1pp | 1294.76%-1280.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,634 | $2,939+227.8% | $3,964+143.0% | $3,741+157.6% |
| Admin fee / account holder | $12,439 | $3,978+212.7% | $5,617+121.5% | $5,306+134.4% |