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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 | $87,495 | $139,948-37.5% | $121,663-28.1% | $154,746-43.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.36% | 230.52%-214.2pp | 147.54%-131.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $30,962 | $5,629+450.1% | $4,887+533.5% | $6,730+360.0% |
| Admin fee / account holder | $31,393 | $17,321+81.2% | $14,289+119.7% | $14,365+118.5% |