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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 | $166,214 | $121,701+36.6% | $104,639+58.8% | $158,982+4.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.64% | 465.72%-456.1pp | 340.67%-331.0pp | 302.99%-293.3pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,573 | $4,176+153.2% | $3,738+182.9% | $5,983+76.7% |
| Admin fee / account holder | $1,512 | $7,778-80.6% | $6,465-76.6% | $11,252-86.6% |