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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 | $77,680 | $85,766-9.4% | $136,298-43.0% | $70,126+10.8% |
| Participation rate | 91.9% | 74.2%+17.8pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 28.19% | 31.46%-3.3pp | 5156.27%-5128.1pp | 73.15%-45.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,042 | $5,051+19.6% | $6,247-3.3% | $3,332+81.3% |
| Admin fee / account holder | $6,970 | $5,421+28.6% | $9,244-24.6% | $4,645+50.0% |