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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 | $190,383 | $90,397+110.6% | $76,002+150.5% | $145,959+30.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.25% | 621.97%-608.7pp | 360.07%-346.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $26,500 | $5,163+413.2% | $4,257+522.6% | $6,689+296.2% |
| Admin fee / account holder | $2,245 | $8,369-73.2% | $6,414-65.0% | $13,398-83.2% |