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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 | $207,822 | $107,353+93.6% | $92,903+123.7% | $152,885+35.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.98% | 145.62%-123.6pp | 109.43%-87.5pp | 345.39%-323.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,301 | $4,848+91.9% | $4,238+119.5% | $5,851+59.0% |
| Admin fee / account holder | $2,047 | $7,081-71.1% | $5,795-64.7% | $11,598-82.3% |