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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 | $113,269 | $81,664+38.7% | $70,476+60.7% | $158,966-28.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.98% | 208.59%-193.6pp | 109.12%-94.1pp | 302.95%-288.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,461 | $4,556+173.5% | $3,710+235.8% | $5,983+108.3% |
| Admin fee / account holder | $830 | $6,197-86.6% | $3,847-78.4% | $11,250-92.6% |