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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 | $93,345+45.2% | $119,126+13.7% | $87,485+54.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 16.06% | 19.08%-3.0pp | 282.11%-266.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $189 | $3,172-94.0% | $4,034-95.3% | $2,596-92.7% |
| Participant deferral / active EE | $7,321 | $4,099+78.6% | $5,318+37.7% | $4,274+71.3% |
| Admin fee / account holder | $37,439 | $8,039+365.7% | $10,693+250.1% | $7,775+381.5% |