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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 | $144,971 | $118,695+22.1% | $98,916+46.6% | $158,950-8.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 14.02% | 372.39%-358.4pp | 196.45%-182.4pp | 302.91%-288.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,562 | $5,088+68.3% | $4,245+101.7% | $5,983+43.1% |
| Admin fee / account holder | $1,658 | $10,132-83.6% | $6,642-75.0% | $11,248-85.3% |