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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 | $162,142 | $132,634+22.2% | $115,768+40.1% | $137,256+18.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.34% | 160.70%-139.4pp | 100.46%-79.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $33,250 | $5,619+491.8% | $4,917+576.3% | $6,407+419.0% |
| Admin fee / account holder | $1,250 | $15,028-91.7% | $12,439-89.9% | $12,270-89.8% |