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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 | $45,153 | $183,592-75.4% | $155,567-71.0% | $145,959-69.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,719 | $6,464-57.9% | $5,628-51.7% | $6,689-59.4% |
| Admin fee / account holder | $1,730 | $19,318-91.0% | $15,916-89.1% | $13,398-87.1% |