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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 | $239,792 | $154,193+55.5% | $130,045+84.4% | $139,466+71.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.48% | 32.51%-19.0pp | -137.30%+150.8pp | 373.66%-360.2pp |
| Employer contribution / active EE | $874 | $5,292-83.5% | $4,321-79.8% | $4,754-81.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,477 | $13,989-82.3% | $10,600-76.6% | $11,409-78.3% |