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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 | $78,095 | $47,479+64.5% | $62,929+24.1% | $82,448-5.3% |
| Participation rate | 95.1% | 66.9%+28.3pp | 73.1%+22.0pp | 68.1%+27.1pp |
| Annual return | 12.49% | 20.34%-7.9pp | 1063.93%-1051.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,642 | $2,870+61.7% | $3,888+19.4% | $4,139+12.1% |
| Admin fee / account holder | $6,878 | $3,804+80.8% | $5,065+35.8% | $7,234-4.9% |