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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 | $103,038+123.9% | $90,324+155.5% | $152,909+50.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 34.54% | 95.25%-60.7pp | 78.15%-43.6pp | 345.46%-310.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,414 | $4,282+49.8% | $3,885+65.1% | $5,851+9.6% |
| Admin fee / account holder | $8,333 | $6,177+34.9% | $5,356+55.6% | $11,601-28.2% |