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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 | $90,187 | $84,741+6.4% | $75,731+19.1% | $167,553-46.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.14% | 199.72%-184.6pp | 104.65%-89.5pp | 478.89%-463.8pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,254 | $4,577+80.3% | $3,820+116.1% | $6,343+30.1% |
| Admin fee / account holder | $5,927 | $5,361+10.6% | $3,620+63.7% | $12,316-51.9% |