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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 | $158,071 | $81,643+93.6% | $70,462+124.3% | $158,950-0.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.54% | 208.51%-192.0pp | 109.08%-92.5pp | 302.91%-286.4pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $30,971 | $4,555+580.0% | $3,710+734.9% | $5,983+417.7% |
| Admin fee / account holder | $2,726 | $6,194-56.0% | $3,845-29.1% | $11,248-75.8% |