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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 | $127,642 | $65,434+95.1% | $98,483+29.6% | $85,847+48.7% |
| Participation rate | 89.2% | 65.0%+24.2pp | 73.3%+15.8pp | 69.3%+19.9pp |
| Annual return | 17.33% | 21.75%-4.4pp | 1494.38%-1477.1pp | 318.61%-301.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,904 | $3,168+23.2% | $4,276-8.7% | $3,952-1.2% |
| Admin fee / account holder | $19,148 | $4,595+316.7% | $5,953+221.7% | $6,261+205.8% |