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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 | $156,616+45.4% | $133,346+70.8% | $198,609+14.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.48% | 44.25%-26.8pp | 36.85%-19.4pp | 202.70%-185.2pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $14,000 | $4,920+184.6% | $4,332+223.2% | $6,977+100.7% |
| Admin fee / account holder | $402 | $17,468-97.7% | $14,264-97.2% | $19,030-97.9% |