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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 | $224,758 | $132,634+69.5% | $115,768+94.1% | $137,256+63.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.32% | 160.70%-146.4pp | 100.46%-86.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $27,250 | $5,619+385.0% | $4,917+454.2% | $6,407+325.3% |
| Admin fee / account holder | $453 | $15,028-97.0% | $12,439-96.4% | $12,270-96.3% |