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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 | $108,521 | $81,696+32.8% | $70,494+53.9% | $158,982-31.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.90% | 208.70%-191.8pp | 109.16%-92.3pp | 302.99%-286.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,167 | $4,558+145.0% | $3,711+201.0% | $5,983+86.6% |
| Admin fee / account holder | $1,139 | $6,200-81.6% | $3,848-70.4% | $11,252-89.9% |