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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 | $39,618 | $102,978-61.5% | $90,287-56.1% | $152,870-74.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.12% | 95.17%-72.0pp | 78.10%-55.0pp | 345.34%-322.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,908 | $4,281+14.7% | $3,885+26.3% | $5,850-16.1% |
| Admin fee / account holder | $8,960 | $6,171+45.2% | $5,351+67.4% | $11,597-22.7% |