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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 | $77,744 | $76,368+1.8% | $67,681+14.9% | $154,746-49.8% |
| Participation rate | 85.7% | 79.0%+6.8pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 16.01% | 1066.77%-1050.8pp | 590.58%-574.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,782 | $4,824+19.9% | $3,976+45.4% | $6,730-14.1% |
| Admin fee / account holder | $11,282 | $8,559+31.8% | $6,100+85.0% | $14,365-21.5% |