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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 | $247,114 | $75,541+227.1% | $152,093+62.5% | $82,637+199.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.92% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $2 | $2,622-99.9% | $4,175-100.0% | $2,552-99.9% |
| Participant deferral / active EE | $6,814 | $3,206+112.6% | $5,451+25.0% | $4,126+65.1% |
| Admin fee / account holder | $1,424 | $6,405-77.8% | $14,497-90.2% | $7,339-80.6% |