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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 | $212,541 | $103,393+105.6% | $87,103+144.0% | $152,909+39.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 26.71% | 28.10%-1.4pp | 28.19%-1.5pp | 345.46%-318.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $19,717 | $4,778+312.6% | $4,049+387.0% | $5,851+237.0% |
| Admin fee / account holder | $74,523 | $12,195+511.1% | $7,491+894.8% | $11,601+542.4% |