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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 | $233,269 | $102,663+127.2% | $86,216+170.6% | $139,466+67.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.33% | 1924.52%-1903.2pp | 1169.42%-1148.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $209 | $3,035-93.1% | $2,382-91.2% | $4,754-95.6% |
| Participant deferral / active EE | $30,000 | $4,677+541.4% | $3,986+652.6% | $6,712+347.0% |
| Admin fee / account holder | $2,152 | $8,663-75.2% | $6,853-68.6% | $11,409-81.1% |