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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 | $191,730 | $109,372+75.3% | $89,414+114.4% | $158,966+20.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.49% | 345.55%-329.1pp | 245.50%-229.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,578 | $4,598-0.4% | $3,890+17.7% | $5,983-23.5% |
| Admin fee / account holder | $1,529 | $6,156-75.2% | $4,883-68.7% | $11,250-86.4% |