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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 | $141,371 | $82,028+72.3% | $123,105+14.8% | $59,633+137.1% |
| Participation rate | 92.9% | 83.2%+9.7pp | 86.8%+6.1pp | 68.7%+24.2pp |
| Annual return | 0.40% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $599 | $3,297-81.8% | $5,151-88.4% | $2,203-72.8% |
| Participant deferral / active EE | $16,285 | $4,667+249.0% | $6,229+161.4% | $3,192+410.2% |
| Admin fee / account holder | $25,881 | $5,879+340.3% | $9,014+187.1% | $4,297+502.3% |