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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 | $120,872 | $63,346+90.8% | $92,240+31.0% | $70,126+72.4% |
| Participation rate | 90.9% | 68.7%+22.2pp | 76.5%+14.4pp | 69.5%+21.4pp |
| Annual return | 17.60% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,394 | $2,854+159.1% | $3,897+89.7% | $3,332+121.9% |
| Admin fee / account holder | $640 | $3,841-83.3% | $5,194-87.7% | $4,645-86.2% |