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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 | $139,948+60.6% | $121,663+84.7% | $154,746+45.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.32% | 230.52%-216.2pp | 147.54%-133.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $27,250 | $5,629+384.1% | $4,887+457.6% | $6,730+304.9% |
| Admin fee / account holder | $453 | $17,321-97.4% | $14,289-96.8% | $14,365-96.8% |