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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 | $126,007 | $112,131+12.4% | $95,964+31.3% | $158,982-20.7% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 17.59% | 171.19%-153.6pp | 91.64%-74.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,527 | $4,784+57.3% | $4,167+80.6% | $5,983+25.8% |
| Admin fee / account holder | $3,052 | $10,136-69.9% | $6,797-55.1% | $11,252-72.9% |