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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 | $203,868 | $112,729+80.8% | $98,716+106.5% | $137,256+48.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.95% | 38.48%-24.5pp | 31.81%-17.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,500 | $4,640+234.0% | $4,048+282.9% | $6,407+141.9% |
| Admin fee / account holder | $20,691 | $10,129+104.3% | $8,703+137.7% | $12,270+68.6% |