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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 | $210,070 | $63,819+229.2% | $57,736+263.8% | $139,456+50.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 64.8%+35.2pp | 80.3%+19.7pp |
| Annual return | 16.94% | 27.50%-10.6pp | 43.59%-26.7pp | 373.45%-356.5pp |
| Employer contribution / active EE | $0 | $2,754-100.0% | $2,452-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $26,402 | $5,353+393.2% | $4,672+465.1% | $6,711+293.4% |
| Admin fee / account holder | $409 | $1,300-68.5% | $1,502-72.8% | $11,407-96.4% |