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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 | $205,106 | $111,878+83.3% | $93,727+118.8% | $145,897+40.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 13.66% | 204.28%-190.6pp | 133.83%-120.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $214 | $3,092-93.1% | $2,421-91.2% | $4,663-95.4% |
| Participant deferral / active EE | $6,225 | $4,920+26.5% | $4,417+40.9% | $6,689-6.9% |
| Admin fee / account holder | $19,508 | $10,256+90.2% | $8,292+135.3% | $13,390+45.7% |