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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 | $181,924 | $112,933+61.1% | $90,970+100.0% | $158,982+14.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.70% | 215.82%-199.1pp | 134.60%-117.9pp | 302.99%-286.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,470 | $4,128+105.2% | $3,373+151.1% | $5,983+41.6% |
| Admin fee / account holder | $455 | $8,047-94.3% | $5,961-92.4% | $11,252-96.0% |