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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 | $174,055 | $83,337+108.9% | $67,834+156.6% | $273,972-36.5% |
| Participation rate | 83.3% | 76.4%+6.9pp | 68.8%+14.5pp | 83.0%+0.3pp |
| Annual return | 8.96% | 259.45%-250.5pp | 138.47%-129.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,383 | $4,088+56.1% | $3,160+102.0% | $5,287+20.7% |
| Admin fee / account holder | $27,875 | $6,752+312.8% | $4,622+503.1% | $10,133+175.1% |