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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 | $139,948+39.5% | $121,663+60.4% | $154,746+26.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 11.15% | 230.52%-219.4pp | 147.54%-136.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,605 | $5,629-0.4% | $4,887+14.7% | $6,730-16.7% |
| Admin fee / account holder | $34,061 | $17,321+96.6% | $14,289+138.4% | $14,365+137.1% |