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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 | $192,471 | $96,136+100.2% | $135,987+41.5% | $80,925+137.8% |
| Participation rate | 94.3% | 71.2%+23.1pp | 76.4%+17.9pp | 67.7%+26.7pp |
| Annual return | 15.49% | 28.70%-13.2pp | 580.01%-564.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $577 | $3,350-82.8% | $4,214-86.3% | $2,756-79.1% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,510 | $8,236-45.2% | $6,716-32.8% | $6,940-35.0% |