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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 | $188,690 | $49,249+283.1% | $70,476+167.7% | $79,852+136.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.82% | 30.09%-18.3pp | 109.12%-97.3pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,020 | $2,769+298.0% | $3,710+197.0% | $3,740+194.6% |
| Admin fee / account holder | $1,959 | $2,878-31.9% | $3,847-49.1% | $5,306-63.1% |