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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 | $105,419 | $102,663+2.7% | $86,216+22.3% | $139,466-24.4% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 15.83% | 1924.52%-1908.7pp | 1169.42%-1153.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,843 | $4,677+46.3% | $3,986+71.7% | $6,712+2.0% |
| Admin fee / account holder | $813 | $8,663-90.6% | $6,853-88.1% | $11,409-92.9% |