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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 | $218,400 | $105,210+107.6% | $159,487+36.9% | $85,851+154.4% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.8%+6.9pp | 69.3%+20.4pp |
| Annual return | 13.44% | 45.08%-31.6pp | 263.71%-250.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,466 | $5,946+109.7% | $7,354+69.5% | $3,952+215.4% |
| Admin fee / account holder | $16,276 | $6,934+134.7% | $10,804+50.7% | $6,261+160.0% |