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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 | $192,084 | $104,709+83.4% | $85,705+124.1% | $167,553+14.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.20% | 21.45%-10.2pp | 21.49%-10.3pp | 478.89%-467.7pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,420 | $4,827-70.6% | $3,924-63.8% | $6,343-77.6% |
| Admin fee / account holder | $2,749 | $10,036-72.6% | $6,877-60.0% | $12,316-77.7% |