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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 | $193,846 | $175,259+10.6% | $149,723+29.5% | $139,487+39.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.07% | 166.82%-152.8pp | 134.50%-120.4pp | 373.84%-359.8pp |
| Employer contribution / active EE | $2 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,694 | $6,522-12.7% | $5,682+0.2% | $6,713-15.2% |
| Admin fee / account holder | $1,066 | $16,158-93.4% | $13,215-91.9% | $11,407-90.7% |