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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 | $195,195 | $132,634+47.2% | $115,768+68.6% | $137,256+42.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.15% | 160.70%-149.5pp | 100.46%-89.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,605 | $5,619-0.2% | $4,917+14.0% | $6,407-12.5% |
| Admin fee / account holder | $34,061 | $15,028+126.7% | $12,439+173.8% | $12,270+177.6% |