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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 | $167,907 | $102,429+63.9% | $147,096+14.1% | $80,925+107.5% |
| Participation rate | 74.6% | 75.9%-1.3pp | 82.2%-7.6pp | 67.7%+6.9pp |
| Annual return | 15.41% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,500 | $6,649+12.8% | $8,071-7.1% | $4,299+74.5% |
| Admin fee / account holder | $7,945 | $7,957-0.2% | $13,005-38.9% | $6,940+14.5% |