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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 | $69,418 | $90,486-23.3% | $78,676-11.8% | $273,972-74.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 103.56% | 75.62%+27.9pp | 62.19%+41.4pp | 41.46%+62.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,226 | $3,901+85.2% | $3,517+105.5% | $5,287+36.7% |
| Admin fee / account holder | $1,551 | $5,263-70.5% | $4,510-65.6% | $10,133-84.7% |