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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 | $156,679 | $91,198+71.8% | $178,503-12.2% | $79,856+96.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 35.63% | 24.20%+11.4pp | 151.12%-115.5pp | 31.71%+3.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,546 | $3,237+40.5% | $5,202-12.6% | $3,741+21.5% |
| Admin fee / account holder | $1,415 | $6,748-79.0% | $13,987-89.9% | $5,306-73.3% |