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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 | $121,557 | $85,766+41.7% | $136,298-10.8% | $70,126+73.3% |
| Participation rate | 83.0% | 74.2%+8.8pp | 81.9%+1.1pp | 69.5%+13.4pp |
| Annual return | 28.05% | 31.46%-3.4pp | 5156.27%-5128.2pp | 73.15%-45.1pp |
| Employer contribution / active EE | $22 | $2,966-99.3% | $4,696-99.5% | $2,343-99.1% |
| Participant deferral / active EE | $6,420 | $5,051+27.1% | $6,247+2.8% | $3,332+92.7% |
| Admin fee / account holder | $10,761 | $5,421+98.5% | $9,244+16.4% | $4,645+131.6% |