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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 | $127,400 | $85,766+48.5% | $136,298-6.5% | $70,126+81.7% |
| Participation rate | 86.0% | 74.2%+11.8pp | 81.9%+4.1pp | 69.5%+16.5pp |
| Annual return | 23.75% | 31.46%-7.7pp | 5156.27%-5132.5pp | 73.15%-49.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $13,285 | $5,051+163.0% | $6,247+112.7% | $3,332+298.7% |
| Admin fee / account holder | $2,260 | $5,421-58.3% | $9,244-75.5% | $4,645-51.3% |