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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 | $211,033 | $107,353+96.6% | $92,903+127.2% | $152,885+38.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 30.45% | 145.62%-115.2pp | 109.43%-79.0pp | 345.39%-314.9pp |
| Employer contribution / active EE | $577 | $4,222-86.3% | $3,653-84.2% | $4,763-87.9% |
| Participant deferral / active EE | $2,059 | $4,848-57.5% | $4,238-51.4% | $5,851-64.8% |
| Admin fee / account holder | $33,670 | $7,081+375.5% | $5,795+481.0% | $11,598+190.3% |