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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 | $178,177 | $108,882+63.6% | $96,754+84.2% | $154,746+15.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.37% | 98.39%-80.0pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,181 | $5,323-59.0% | $4,758-54.2% | $6,730-67.6% |
| Admin fee / account holder | $374 | $10,200-96.3% | $8,905-95.8% | $14,365-97.4% |