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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 | $154,166 | $102,385+50.6% | $147,080+4.8% | $80,935+90.5% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 14.09% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,539 | $6,651+118.6% | $8,066+80.2% | $4,299+238.2% |
| Admin fee / account holder | $6,906 | $7,951-13.1% | $12,989-46.8% | $6,924-0.3% |