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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 | $102,385+64.0% | $147,080+14.2% | $80,935+107.5% |
| Participation rate | 74.6% | 75.9%-1.3pp | 82.2%-7.6pp | 67.7%+6.9pp |
| Annual return | 15.41% | 135.09%-119.7pp | 420.17%-404.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,500 | $6,651+12.8% | $8,066-7.0% | $4,299+74.4% |
| Admin fee / account holder | $7,945 | $7,951-0.1% | $12,989-38.8% | $6,924+14.7% |