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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 | $194,951 | $88,754+119.7% | $81,820+138.3% | $145,877+33.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.00% | 1031.77%-1009.8pp | 777.93%-755.9pp | 551.28%-529.3pp |
| Employer contribution / active EE | $121 | $3,085-96.1% | $2,915-95.9% | $4,663-97.4% |
| Participant deferral / active EE | $1,367 | $4,648-70.6% | $4,323-68.4% | $6,691-79.6% |
| Admin fee / account holder | $1,126 | $8,424-86.6% | $7,391-84.8% | $13,402-91.6% |