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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 | $79,181+51.4% | $102,423+17.1% | $74,429+61.1% |
| Participation rate | 90.0% | 74.8%+15.2pp | 76.5%+13.5pp | 67.2%+22.8pp |
| Annual return | 15.58% | 54.97%-39.4pp | 29.42%-13.8pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $546 | $2,362-76.9% | $3,023-81.9% | $2,625-79.2% |
| Participant deferral / active EE | $7,098 | $4,416+60.7% | $5,054+40.4% | $4,348+63.2% |
| Admin fee / account holder | $15,338 | $2,002+666.2% | $9,455+62.2% | $1,944+688.9% |