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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 | $220,853 | $127,296+73.5% | $109,907+100.9% | $167,536+31.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.64% | 22.97%-10.3pp | 29.46%-16.8pp | 478.82%-466.2pp |
| Employer contribution / active EE | $104 | $3,325-96.9% | $2,844-96.3% | $4,839-97.8% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,348 | $7,119+45.4% | $6,069+70.5% | $12,315-16.0% |