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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 | $171,653 | $69,248+147.9% | $64,101+167.8% | $139,466+23.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.85% | 45.95%-32.1pp | 33.72%-19.9pp | 373.66%-359.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,000 | $4,682-35.9% | $3,881-22.7% | $6,712-55.3% |
| Admin fee / account holder | $577 | $4,247-86.4% | $3,070-81.2% | $11,409-94.9% |