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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 | $197,867 | $124,980+58.3% | $108,359+82.6% | $154,746+27.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.28% | 45.00%-36.7pp | 36.89%-28.6pp | 172.34%-164.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,100 | $4,743+7.5% | $4,137+23.3% | $6,730-24.2% |
| Admin fee / account holder | $25,095 | $11,502+118.2% | $9,741+157.6% | $14,365+74.7% |