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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 | $164,949 | $165,939-0.6% | $122,354+34.8% | $147,586+11.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 22.32% | 34.56%-12.2pp | 30.28%-8.0pp | 578.59%-556.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $21,000 | $4,005+424.3% | $3,287+538.8% | $5,439+286.1% |
| Admin fee / account holder | $1,285 | $7,425-82.7% | $5,479-76.6% | $10,886-88.2% |