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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 | $51,941 | $104,937-50.5% | $84,628-38.6% | $152,897-66.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.34% | 373.88%-348.5pp | 258.80%-233.5pp | 345.43%-320.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,394 | $4,690-70.3% | $3,900-64.3% | $5,851-76.2% |
| Admin fee / account holder | $15,586 | $6,243+149.6% | $4,914+217.2% | $11,599+34.4% |