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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 | $242,988 | $118,695+104.7% | $98,916+145.7% | $158,950+52.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.73% | 372.39%-352.7pp | 196.45%-176.7pp | 302.91%-283.2pp |
| Employer contribution / active EE | $164 | $3,333-95.1% | $2,689-93.9% | $4,762-96.6% |
| Participant deferral / active EE | $2,471 | $5,088-51.4% | $4,245-41.8% | $5,983-58.7% |
| Admin fee / account holder | $1,107 | $10,132-89.1% | $6,642-83.3% | $11,248-90.2% |