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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 | $223,746 | $127,790+75.1% | $106,554+110.0% | $167,553+33.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.63% | 33.88%-22.2pp | 26.80%-15.2pp | 478.89%-467.3pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,667 | $5,088+70.3% | $4,398+97.0% | $6,343+36.6% |
| Admin fee / account holder | $2,751 | $11,231-75.5% | $7,408-62.9% | $12,316-77.7% |