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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 | $69,073 | $84,741-18.5% | $75,731-8.8% | $167,553-58.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.12% | 199.72%-187.6pp | 104.65%-92.5pp | 478.89%-466.8pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,451 | $4,577-2.8% | $3,820+16.5% | $6,343-29.8% |
| Admin fee / account holder | $994 | $5,361-81.5% | $3,620-72.6% | $12,316-91.9% |