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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 | $116,076 | $91,198+27.3% | $178,503-35.0% | $79,856+45.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.22% | 24.20%-9.0pp | 151.12%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,474 | $3,237+192.7% | $5,202+82.1% | $3,741+153.3% |
| Admin fee / account holder | $13,210 | $6,748+95.8% | $13,987-5.6% | $5,306+148.9% |