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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 | $231,456 | $102,429+126.0% | $147,096+57.4% | $80,925+186.0% |
| Participation rate | 81.3% | 75.9%+5.4pp | 82.2%-0.9pp | 67.7%+13.6pp |
| Annual return | 19.53% | 135.02%-115.5pp | 419.75%-400.2pp | 35.65%-16.1pp |
| Employer contribution / active EE | $694 | $3,716-81.3% | $4,936-85.9% | $2,756-74.8% |
| Participant deferral / active EE | $7,679 | $6,649+15.5% | $8,071-4.9% | $4,299+78.6% |
| Admin fee / account holder | $68,278 | $7,957+758.1% | $13,005+425.0% | $6,940+883.8% |