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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 | $124,041 | $77,419+60.2% | $69,461+78.6% | $152,885-18.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 6.97% | 39.07%-32.1pp | 28.97%-22.0pp | 345.39%-338.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $20,400 | $4,414+362.2% | $3,536+476.9% | $5,851+248.7% |
| Admin fee / account holder | $33,714 | $6,207+443.2% | $3,840+778.1% | $11,598+190.7% |