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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 | $162,455 | $98,766+64.5% | $149,730+8.5% | $79,852+103.4% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 19.71% | 27.43%-7.7pp | 276.70%-257.0pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $15,708 | $5,681+176.5% | $6,843+129.6% | $3,740+320.0% |
| Admin fee / account holder | $8,346 | $6,052+37.9% | $9,310-10.4% | $5,306+57.3% |