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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 | $69,712 | $77,449-10.0% | $69,483+0.3% | $152,909-54.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 12.60% | 39.09%-26.5pp | 28.99%-16.4pp | 345.46%-332.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,412 | $4,415+22.6% | $3,537+53.0% | $5,851-7.5% |
| Admin fee / account holder | $1,600 | $6,210-74.2% | $3,841-58.3% | $11,601-86.2% |