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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 | $59,415 | $58,234+2.0% | $81,783-27.4% | $80,874-26.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 14.71% | 41.70%-27.0pp | 775.05%-760.3pp | 35.62%-20.9pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,003 | $3,283+174.3% | $4,320+108.4% | $4,297+109.5% |
| Admin fee / account holder | $8,349 | $4,982+67.6% | $7,380+13.1% | $6,935+20.4% |