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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 | $192,406 | $134,817+42.7% | $123,973+55.2% | $155,188+24.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.94% | 515.49%-500.5pp | 388.13%-373.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $26,000 | $5,706+355.6% | $5,247+395.5% | $6,531+298.1% |
| Admin fee / account holder | $1,993 | $13,245-85.0% | $11,799-83.1% | $14,480-86.2% |