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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 | $164,777 | $75,962+116.9% | $154,111+6.9% | $64,173+156.8% |
| Participation rate | 80.5% | 70.4%+10.1pp | 83.0%-2.5pp | 69.6%+11.0pp |
| Annual return | 9.26% | 30.32%-21.1pp | 735.18%-725.9pp | 7.63%+1.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,614 | $3,175-49.2% | $5,081-68.2% | $3,470-53.5% |
| Admin fee / account holder | $3,725 | $5,589-33.4% | $13,411-72.2% | $4,887-23.8% |