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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 | $63,947 | $70,418-9.2% | $96,570-33.8% | $85,847-25.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 17.31% | 18.59%-1.3pp | 37.79%-20.5pp | 318.61%-301.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,672 | $2,894+96.0% | $3,849+47.4% | $3,952+43.5% |
| Admin fee / account holder | $2,860 | $4,995-42.7% | $6,182-53.7% | $6,261-54.3% |