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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 | $153,353 | $102,385+49.8% | $147,080+4.3% | $80,935+89.5% |
| Participation rate | 81.4% | 75.9%+5.5pp | 82.2%-0.8pp | 67.7%+13.7pp |
| Annual return | 14.37% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,839 | $6,651+63.0% | $8,066+34.4% | $4,299+152.1% |
| Admin fee / account holder | $2,356 | $7,951-70.4% | $12,989-81.9% | $6,924-66.0% |