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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 | $123,535 | $106,008+16.5% | $92,240+33.9% | $147,586-16.3% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 10.14% | 50.05%-39.9pp | 176.29%-166.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,472 | $4,478-22.5% | $3,897-10.9% | $5,439-36.2% |
| Admin fee / account holder | $64,633 | $6,333+920.6% | $5,194+1144.4% | $10,886+493.7% |