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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 | $139,059 | $109,411+27.1% | $89,435+55.5% | $158,982-12.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.70% | 345.68%-333.0pp | 245.55%-232.8pp | 302.99%-290.3pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $16,032 | $4,600+248.5% | $3,890+312.1% | $5,983+167.9% |
| Admin fee / account holder | $7,543 | $6,159+22.5% | $4,884+54.4% | $11,252-33.0% |