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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 | $41,514 | $183,988-77.4% | $162,177-74.4% | $152,897-72.8% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.5%+8.5pp |
| Annual return | 19.79% | 150.79%-131.0pp | 115.60%-95.8pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,224 | $6,370-80.8% | $5,613-78.2% | $4,764-74.3% |
| Participant deferral / active EE | $6,000 | $8,032-25.3% | $7,297-17.8% | $5,851+2.5% |
| Admin fee / account holder | $648 | $13,123-95.1% | $10,843-94.0% | $11,599-94.4% |