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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 | $119,894 | $79,209+51.4% | $102,434+17.0% | $74,459+61.0% |
| Participation rate | 90.0% | 74.8%+15.2pp | 76.5%+13.5pp | 67.2%+22.8pp |
| Annual return | 15.58% | 54.98%-39.4pp | 29.46%-13.9pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $546 | $2,362-76.9% | $3,023-81.9% | $2,626-79.2% |
| Participant deferral / active EE | $7,098 | $4,417+60.7% | $5,055+40.4% | $4,350+63.2% |
| Admin fee / account holder | $15,338 | $2,002+666.2% | $9,462+62.1% | $1,945+688.7% |