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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 | $117,301 | $102,422+14.5% | $147,117-20.3% | $80,959+44.9% |
| Participation rate | 76.6% | 75.9%+0.8pp | 82.2%-5.6pp | 67.7%+9.0pp |
| Annual return | 14.94% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $117 | $3,717-96.9% | $4,932-97.6% | $2,757-95.8% |
| Participant deferral / active EE | $17,365 | $6,652+161.0% | $8,065+115.3% | $4,300+303.8% |
| Admin fee / account holder | $11,418 | $7,953+43.6% | $12,993-12.1% | $6,925+64.9% |