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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 | $105,180 | $85,766+22.6% | $136,298-22.8% | $70,126+50.0% |
| Participation rate | 98.4% | 74.2%+24.2pp | 81.9%+16.5pp | 69.5%+28.8pp |
| Annual return | 23.92% | 31.46%-7.5pp | 5156.27%-5132.4pp | 73.15%-49.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,636 | $5,051+31.4% | $6,247+6.2% | $3,332+99.2% |
| Admin fee / account holder | $1,704 | $5,421-68.6% | $9,244-81.6% | $4,645-63.3% |