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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 | $168,661 | $125,184+34.7% | $105,607+59.7% | $145,884+15.6% |
| Participation rate | 88.9% | 77.6%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 14.67% | 225.00%-210.3pp | 116.11%-101.4pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,881 | $5,714-32.1% | $5,011-22.5% | $6,690-42.0% |
| Admin fee / account holder | $12,348 | $17,133-27.9% | $10,958+12.7% | $13,392-7.8% |