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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 | $126,095 | $56,199+124.4% | $67,652+86.4% | $59,632+111.5% |
| Participation rate | 84.2% | 71.5%+12.7pp | 75.7%+8.5pp | 68.7%+15.5pp |
| Annual return | 2.02% | 18505.31%-18503.3pp | 6625.04%-6623.0pp | 2041.32%-2039.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,714 | $2,844-4.6% | $3,560-23.8% | $3,192-15.0% |
| Admin fee / account holder | $13,823 | $3,958+249.2% | $4,821+186.7% | $4,297+221.7% |