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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 | $249,592 | $102,385+143.8% | $147,080+69.7% | $80,935+208.4% |
| Participation rate | 74.5% | 75.9%-1.4pp | 82.2%-7.7pp | 67.7%+6.8pp |
| Annual return | 16.18% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,690 | $6,651+15.6% | $8,066-4.7% | $4,299+78.9% |
| Admin fee / account holder | $4,012 | $7,951-49.5% | $12,989-69.1% | $6,924-42.1% |