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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 | $107,702 | $56,134+91.9% | $96,192+12.0% | $85,851+25.5% |
| Participation rate | 89.3% | 56.7%+32.6pp | 68.4%+20.8pp | 69.3%+20.0pp |
| Annual return | 15.14% | 42.30%-27.2pp | 192.09%-177.0pp | 318.63%-303.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,345 | $2,858+227.0% | $4,351+114.8% | $3,952+136.4% |
| Admin fee / account holder | $10,514 | $3,769+179.0% | $5,539+89.8% | $6,261+67.9% |