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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 | $153,269 | $49,897+207.2% | $80,648+90.0% | $75,177+103.9% |
| Participation rate | 83.1% | 55.3%+27.7pp | 67.0%+16.0pp | 67.2%+15.8pp |
| Annual return | 18.52% | 34.68%-16.2pp | 937.21%-918.7pp | 160.75%-142.2pp |
| Employer contribution / active EE | $171 | $1,699-89.9% | $2,724-93.7% | $2,671-93.6% |
| Participant deferral / active EE | $6,507 | $2,992+117.5% | $4,443+46.4% | $4,126+57.7% |
| Admin fee / account holder | $10,904 | $3,579+204.7% | $5,382+102.6% | $5,651+93.0% |