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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 | $135,497 | $88,672+52.8% | $105,223+28.8% | $82,448+64.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.06% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $189 | $3,048-93.8% | $3,689-94.9% | $2,551-92.6% |
| Participant deferral / active EE | $7,321 | $4,036+81.4% | $5,072+44.4% | $4,139+76.9% |
| Admin fee / account holder | $37,439 | $7,146+423.9% | $8,859+322.6% | $7,234+417.5% |