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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 | $47,105+155.1% | $68,368+75.8% | $67,986+76.8% |
| Participation rate | 83.0% | 51.8%+31.2pp | 73.8%+9.3pp | 57.2%+25.8pp |
| Annual return | 15.18% | 48.37%-33.2pp | 292.57%-277.4pp | 31.67%-16.5pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,507 | $2,374+300.5% | $4,123+130.6% | $3,358+183.1% |
| Admin fee / account holder | $15,186 | $2,435+523.7% | $5,150+194.9% | $3,203+374.1% |