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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 | $102,393+135.1% | $147,041+63.7% | $80,911+197.5% |
| Participation rate | 87.2% | 75.9%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 12.51% | 134.95%-122.4pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,462 | $6,647+42.4% | $8,071+17.2% | $4,297+120.2% |
| Admin fee / account holder | $39,574 | $7,943+398.2% | $13,006+204.3% | $6,935+470.7% |