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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 | $240,700 | $102,422+135.0% | $147,117+63.6% | $80,959+197.3% |
| Participation rate | 87.2% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 12.51% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,462 | $6,652+42.2% | $8,065+17.3% | $4,300+120.0% |
| Admin fee / account holder | $39,574 | $7,953+397.6% | $12,993+204.6% | $6,925+471.4% |