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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 | $103,781 | $102,385+1.4% | $147,080-29.4% | $80,935+28.2% |
| Participation rate | 87.2% | 75.9%+11.4pp | 82.2%+5.1pp | 67.7%+19.6pp |
| Annual return | 17.54% | 135.09%-117.5pp | 420.17%-402.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $69 | $3,717-98.1% | $4,933-98.6% | $2,757-97.5% |
| Participant deferral / active EE | $14,172 | $6,651+113.1% | $8,066+75.7% | $4,299+229.6% |
| Admin fee / account holder | $4,547 | $7,951-42.8% | $12,989-65.0% | $6,924-34.3% |