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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 | $93,262 | $84,708+10.1% | $75,714+23.2% | $167,536-44.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.00% | 199.62%-188.6pp | 104.62%-93.6pp | 478.82%-467.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,451 | $4,577+40.9% | $3,820+68.9% | $6,342+1.7% |
| Admin fee / account holder | $4,578 | $5,358-14.6% | $3,619+26.5% | $12,315-62.8% |