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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 | $108,579 | $106,008+2.4% | $92,240+17.7% | $147,586-26.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 52.11% | 50.05%+2.1pp | 176.29%-124.2pp | 578.59%-526.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $15,614 | $4,478+248.7% | $3,897+300.7% | $5,439+187.1% |
| Admin fee / account holder | $34,008 | $6,333+437.0% | $5,194+554.7% | $10,886+212.4% |