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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 | $193,942 | $77,449+150.4% | $69,483+179.1% | $152,909+26.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.99% | 39.09%-33.1pp | 28.99%-23.0pp | 345.46%-339.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,146 | $4,415-74.0% | $3,537-67.6% | $5,851-80.4% |
| Admin fee / account holder | $7,406 | $6,210+19.2% | $3,841+92.8% | $11,601-36.2% |