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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 | $136,441 | $53,128+156.8% | $86,582+57.6% | $70,126+94.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 20.65% | 27.66%-7.0pp | 965.08%-944.4pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,293 | $2,695+170.6% | $3,609+102.1% | $3,332+118.9% |
| Admin fee / account holder | $8,608 | $3,584+140.2% | $4,904+75.5% | $4,645+85.3% |