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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 | $158,969 | $107,368+48.1% | $92,915+71.1% | $152,909+4.0% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 13.09% | 145.64%-132.5pp | 109.45%-96.4pp | 345.46%-332.4pp |
| Employer contribution / active EE | $462 | $4,222-89.1% | $3,653-87.4% | $4,764-90.3% |
| Participant deferral / active EE | $16,286 | $4,848+235.9% | $4,238+284.3% | $5,851+178.3% |
| Admin fee / account holder | $786 | $7,082-88.9% | $5,796-86.4% | $11,601-93.2% |