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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 | $154,005 | $112,933+36.4% | $90,970+69.3% | $158,982-3.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.96% | 215.82%-201.9pp | 134.60%-120.6pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,334 | $4,128+5.0% | $3,373+28.5% | $5,983-27.6% |
| Admin fee / account holder | $988 | $8,047-87.7% | $5,961-83.4% | $11,252-91.2% |