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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 | $242,597 | $123,793+96.0% | $177,840+36.4% | $79,852+203.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.75% | 22.82%-11.1pp | 48.32%-36.6pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,230 | $5,956+71.7% | $7,714+32.6% | $3,740+173.5% |
| Admin fee / account holder | $23,388 | $7,243+222.9% | $12,431+88.2% | $5,306+340.8% |