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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 | $230,746 | $102,978+124.1% | $90,287+155.6% | $152,870+50.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 34.54% | 95.17%-60.6pp | 78.10%-43.6pp | 345.34%-310.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,414 | $4,281+49.8% | $3,885+65.1% | $5,850+9.6% |
| Admin fee / account holder | $8,333 | $6,171+35.0% | $5,351+55.7% | $11,597-28.1% |