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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 | $203,919 | $154,193+32.2% | $130,045+56.8% | $139,466+46.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.89% | 32.51%-22.6pp | -137.30%+147.2pp | 373.66%-363.8pp |
| Employer contribution / active EE | $389 | $5,292-92.7% | $4,321-91.0% | $4,754-91.8% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,596 | $13,989-88.6% | $10,600-84.9% | $11,409-86.0% |