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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 | $60,650 | $112,131-45.9% | $95,964-36.8% | $158,982-61.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.77% | 171.19%-145.4pp | 91.64%-65.9pp | 302.99%-277.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,277 | $4,784-52.4% | $4,167-45.4% | $5,983-61.9% |
| Admin fee / account holder | $8,115 | $10,136-19.9% | $6,797+19.4% | $11,252-27.9% |