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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 | $119,595 | $104,937+14.0% | $84,628+41.3% | $152,897-21.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.62% | 373.88%-355.3pp | 258.80%-240.2pp | 345.43%-326.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,259 | $4,690+182.7% | $3,900+240.0% | $5,851+126.6% |
| Admin fee / account holder | $8,106 | $6,243+29.8% | $4,914+65.0% | $11,599-30.1% |