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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 | $106,715 | $103,949+2.7% | $69,182+54.3% | $273,972-61.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 29.83% | 35.28%-5.5pp | -21.93%+51.8pp | 41.46%-11.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $21,000 | $2,716+673.1% | $1,897+1007.0% | $5,287+297.2% |
| Admin fee / account holder | $616 | $3,671-83.2% | $2,697-77.2% | $10,133-93.9% |