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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 | $143,306 | $57,330+150.0% | $86,656+65.4% | $75,177+90.6% |
| Participation rate | 79.7% | 63.2%+16.5pp | 71.7%+8.0pp | 67.2%+12.5pp |
| Annual return | 15.90% | 2675.40%-2659.5pp | 593.09%-577.2pp | 160.75%-144.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,514 | $3,320+216.7% | $4,439+136.8% | $4,126+154.8% |
| Admin fee / account holder | $15,251 | $4,115+270.6% | $5,619+171.4% | $5,651+169.9% |