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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 | $79,558 | $81,696-2.6% | $70,494+12.9% | $158,982-50.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.36% | 208.70%-196.3pp | 109.16%-96.8pp | 302.99%-290.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,311 | $4,558+16.5% | $3,711+43.1% | $5,983-11.2% |
| Admin fee / account holder | $1,600 | $6,200-74.2% | $3,848-58.4% | $11,252-85.8% |