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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 | $67,068 | $157,270-57.4% | $141,173-52.5% | $152,870-56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.42% | 64.33%-40.9pp | 71.40%-48.0pp | 345.34%-321.9pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $28,562 | $7,110+301.7% | $6,710+325.7% | $5,850+388.2% |
| Admin fee / account holder | $4,836 | $12,121-60.1% | $10,262-52.9% | $11,597-58.3% |