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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 | $217,295 | $83,369+160.6% | $105,223+106.5% | $67,986+219.6% |
| Participation rate | 98.3% | 56.3%+42.0pp | 75.0%+23.3pp | 57.2%+41.1pp |
| Annual return | 52.63% | 24.64%+28.0pp | 180.65%-128.0pp | 31.67%+21.0pp |
| Employer contribution / active EE | $588 | $2,541-76.9% | $3,689-84.1% | $2,019-70.9% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $320 | $4,073-92.1% | $8,859-96.4% | $3,203-90.0% |