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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 | $102,382+143.8% | $147,005+69.8% | $80,874+208.6% |
| Participation rate | 74.5% | 75.8%-1.3pp | 82.2%-7.7pp | 67.6%+6.9pp |
| Annual return | 16.18% | 134.89%-118.7pp | 418.76%-402.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,690 | $6,646+15.7% | $8,070-4.7% | $4,297+79.0% |
| Admin fee / account holder | $4,012 | $7,942-49.5% | $13,006-69.2% | $6,935-42.2% |