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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 | $120,170 | $45,900+161.8% | $94,057+27.8% | $64,340+86.8% |
| Participation rate | 83.0% | 50.6%+32.4pp | 73.3%+9.7pp | 55.2%+27.8pp |
| Annual return | 15.18% | 50.47%-35.3pp | 480.62%-465.4pp | 24.14%-9.0pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $9,507 | $2,102+352.2% | $4,709+101.9% | $2,980+219.0% |
| Admin fee / account holder | $15,186 | $3,143+383.1% | $7,244+109.6% | $3,703+310.2% |