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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 | $126,782 | $48,078+163.7% | $78,676+61.1% | $62,881+101.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 39.38% | 31.36%+8.0pp | 62.19%-22.8pp | 20.14%+19.2pp |
| Employer contribution / active EE | $112 | $2,015-94.4% | $2,850-96.1% | $2,281-95.1% |
| Participant deferral / active EE | $7,140 | $2,587+176.0% | $3,517+103.0% | $3,203+122.9% |
| Admin fee / account holder | $7,913 | $3,206+146.8% | $4,510+75.5% | $4,296+84.2% |