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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 | $126,542 | $90,486+39.8% | $78,676+60.8% | $273,972-53.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.49% | 75.62%-67.1pp | 62.19%-53.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,010 | $3,901+156.6% | $3,517+184.6% | $5,287+89.3% |
| Admin fee / account holder | $6,669 | $5,263+26.7% | $4,510+47.9% | $10,133-34.2% |