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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 | $115,302 | $96,419+19.6% | $80,648+43.0% | $139,487-17.3% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 12.13% | 1352.86%-1340.7pp | 937.21%-925.1pp | 373.84%-361.7pp |
| Employer contribution / active EE | $186 | $3,261-94.3% | $2,724-93.2% | $4,755-96.1% |
| Participant deferral / active EE | $9,589 | $5,225+83.5% | $4,443+115.8% | $6,713+42.8% |
| Admin fee / account holder | $657 | $6,605-90.0% | $5,382-87.8% | $11,407-94.2% |