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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 | $172,773 | $125,237+38.0% | $105,608+63.6% | $145,877+18.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.63% | 225.76%-211.1pp | 116.50%-101.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $26,750 | $5,711+368.4% | $5,010+434.0% | $6,691+299.8% |
| Admin fee / account holder | $1,449 | $17,287-91.6% | $11,028-86.9% | $13,402-89.2% |