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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 | $60,792 | $81,696-25.6% | $70,494-13.8% | $158,982-61.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.36% | 208.70%-198.3pp | 109.16%-98.8pp | 302.99%-292.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,953 | $4,558+8.7% | $3,711+33.5% | $5,983-17.2% |
| Admin fee / account holder | $9,933 | $6,200+60.2% | $3,848+158.1% | $11,252-11.7% |