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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 | $99,921+92.6% | $85,009+126.3% | $145,959+31.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.47% | 83.89%-75.4pp | 66.47%-58.0pp | 561.95%-553.5pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $23,708 | $5,293+347.9% | $4,522+424.3% | $6,689+254.5% |
| Admin fee / account holder | $963 | $7,252-86.7% | $6,153-84.3% | $13,398-92.8% |