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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 | $239,288 | $154,209+55.2% | $130,062+84.0% | $139,487+71.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.19% | 32.52%-18.3pp | -137.37%+151.6pp | 373.84%-359.7pp |
| Employer contribution / active EE | $1,023 | $5,292-80.7% | $4,322-76.3% | $4,755-78.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,891 | $13,988-50.7% | $10,601-35.0% | $11,407-39.6% |