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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 | $151,035 | $77,416+95.1% | $69,464+117.4% | $152,897-1.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.92% | 39.08%-23.2pp | 28.98%-13.1pp | 345.43%-329.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,606 | $4,413+276.3% | $3,536+369.6% | $5,851+183.8% |
| Admin fee / account holder | $11,740 | $6,208+89.1% | $3,840+205.7% | $11,599+1.2% |