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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 | $90,645 | $47,479+90.9% | $62,929+44.0% | $82,448+9.9% |
| Participation rate | 88.7% | 66.9%+21.8pp | 73.1%+15.6pp | 68.1%+20.6pp |
| Annual return | 18.76% | 20.34%-1.6pp | 1063.93%-1045.2pp | 41.64%-22.9pp |
| Employer contribution / active EE | $182 | $1,885-90.3% | $2,505-92.7% | $2,551-92.9% |
| Participant deferral / active EE | $1,761 | $2,870-38.6% | $3,888-54.7% | $4,139-57.5% |
| Admin fee / account holder | $2,466 | $3,804-35.2% | $5,065-51.3% | $7,234-65.9% |