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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 | $199,865 | $104,953+90.4% | $84,637+136.1% | $152,909+30.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.86% | 373.94%-354.1pp | 258.82%-239.0pp | 345.46%-325.6pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,504 | $4,691+38.7% | $3,900+66.8% | $5,851+11.2% |
| Admin fee / account holder | $3,501 | $6,244-43.9% | $4,914-28.8% | $11,601-69.8% |