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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 | $102,382+64.0% | $147,005+14.2% | $80,874+107.6% |
| Participation rate | 74.6% | 75.8%-1.2pp | 82.2%-7.6pp | 67.6%+7.0pp |
| Annual return | 15.41% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,500 | $6,646+12.8% | $8,070-7.1% | $4,297+74.5% |
| Admin fee / account holder | $7,945 | $7,9420% | $13,006-38.9% | $6,935+14.6% |