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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 | $103,038-61.5% | $90,324-56.1% | $152,909-74.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.12% | 95.25%-72.1pp | 78.15%-55.0pp | 345.46%-322.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,908 | $4,282+14.6% | $3,885+26.3% | $5,851-16.1% |
| Admin fee / account holder | $8,960 | $6,177+45.1% | $5,356+67.3% | $11,601-22.8% |