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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 | $138,655 | $98,776+40.4% | $149,745-7.4% | $79,856+73.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.04% | 27.38%-10.3pp | 276.72%-259.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,249 | $5,681+80.4% | $6,843+49.8% | $3,741+174.0% |
| Admin fee / account holder | $2,074 | $6,053-65.7% | $9,312-77.7% | $5,306-60.9% |