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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 | $116,838 | $90,614+28.9% | $76,089+53.6% | $145,877-19.9% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.1%+3.6pp | 80.3%-7.6pp |
| Annual return | 17.70% | 623.80%-606.1pp | 360.94%-343.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,002 | $5,168-41.9% | $4,259-29.5% | $6,691-55.1% |
| Admin fee / account holder | $1,331 | $8,376-84.1% | $6,418-79.3% | $13,402-90.1% |