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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 | $108,635 | $108,882-0.2% | $96,754+12.3% | $154,746-29.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.41% | 98.39%-84.0pp | 82.04%-67.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,560 | $5,323+211.1% | $4,758+248.0% | $6,730+146.0% |
| Admin fee / account holder | $679 | $10,200-93.3% | $8,905-92.4% | $14,365-95.3% |