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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 | $97,119 | $85,171+14.0% | $172,753-43.8% | $72,976+33.1% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 21.81% | 27.32%-5.5pp | 803.00%-781.2pp | 81.02%-59.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,037 | $3,260+146.5% | $5,198+54.6% | $3,608+122.8% |
| Admin fee / account holder | $11,229 | $5,880+91.0% | $13,956-19.5% | $5,124+119.1% |