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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 | $86,140 | $176,402-51.2% | $134,162-35.8% | $158,982-45.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 20.36% | 63.66%-43.3pp | 36.35%-16.0pp | 302.99%-282.6pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,578 | $4,093-12.6% | $3,500+2.2% | $5,983-40.2% |
| Admin fee / account holder | $1,793 | $8,719-79.4% | $6,685-73.2% | $11,252-84.1% |