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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 | $165,121 | $106,923+54.4% | $84,023+96.5% | $152,909+8.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.17% | 105.02%-89.8pp | 71.32%-56.1pp | 345.46%-330.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,553 | $4,013+187.9% | $3,239+256.7% | $5,851+97.4% |
| Admin fee / account holder | $1,474 | $8,289-82.2% | $6,102-75.8% | $11,601-87.3% |