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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 | $82,262 | $102,429-19.7% | $147,096-44.1% | $80,925+1.7% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 15.79% | 135.02%-119.2pp | 419.75%-404.0pp | 35.65%-19.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,823 | $6,649+62.8% | $8,071+34.1% | $4,299+151.8% |
| Admin fee / account holder | $11,108 | $7,957+39.6% | $13,005-14.6% | $6,940+60.1% |