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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 | $183,089 | $65,440+179.8% | $98,506+85.9% | $85,851+113.3% |
| Participation rate | 80.3% | 65.0%+15.3pp | 73.3%+7.0pp | 69.3%+11.0pp |
| Annual return | 17.63% | 21.75%-4.1pp | 1494.92%-1477.3pp | 318.63%-301.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,335 | $3,168+226.2% | $4,277+141.7% | $3,952+161.5% |
| Admin fee / account holder | $7,687 | $4,596+67.3% | $5,955+29.1% | $6,261+22.8% |