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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 | $126,897 | $72,071+76.1% | $68,368+85.6% | $137,256-7.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.31% | 353.14%-339.8pp | 292.57%-279.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,165 | $4,410+85.1% | $4,123+98.0% | $6,407+27.4% |
| Admin fee / account holder | $2,884 | $5,336-46.0% | $5,150-44.0% | $12,270-76.5% |