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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 | $154,803 | $91,537+69.1% | $130,045+19.0% | $75,173+105.9% |
| Participation rate | 92.9% | 71.5%+21.4pp | 78.5%+14.4pp | 67.2%+25.7pp |
| Annual return | 16.09% | -631.55%+647.6pp | -137.30%+153.4pp | 160.72%-144.6pp |
| Employer contribution / active EE | $121 | $2,845-95.7% | $4,321-97.2% | $2,671-95.5% |
| Participant deferral / active EE | $8,288 | $4,343+90.9% | $5,820+42.4% | $4,126+100.9% |
| Admin fee / account holder | $6,884 | $6,780+1.5% | $10,600-35.1% | $5,651+21.8% |