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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 | $194,560 | $102,422+90.0% | $147,117+32.2% | $80,959+140.3% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 15.01% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $5 | $3,717-99.9% | $4,932-99.9% | $2,757-99.8% |
| Participant deferral / active EE | $15,429 | $6,652+131.9% | $8,065+91.3% | $4,300+258.8% |
| Admin fee / account holder | $21,277 | $7,953+167.5% | $12,993+63.8% | $6,925+207.2% |