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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 | $101,560 | $108,922-6.8% | $100,398+1.2% | $145,978-30.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.14% | 58.04%-41.9pp | 49.32%-33.2pp | 550.52%-534.4pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,500 | $8,450+166.3% | $8,084+178.3% | $6,690+236.3% |
| Admin fee / account holder | $784 | $9,680-91.9% | $7,893-90.1% | $13,400-94.1% |