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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 | $159,009 | $105,929+50.1% | $81,716+94.6% | $158,9660% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 27.09% | 38.19%-11.1pp | 29.49%-2.4pp | 302.95%-275.9pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,760 | $13,007-71.1% | $7,108-47.1% | $5,983-37.2% |
| Admin fee / account holder | $994 | $8,492-88.3% | $5,159-80.7% | $11,250-91.2% |