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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 | $227,743 | $124,980+82.2% | $108,359+110.2% | $154,746+47.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.48% | 45.00%-27.5pp | 36.89%-19.4pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,000 | $4,743+195.2% | $4,137+238.4% | $6,730+108.0% |
| Admin fee / account holder | $402 | $11,502-96.5% | $9,741-95.9% | $14,365-97.2% |