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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 | $63,636 | $81,632-22.0% | $70,455-9.7% | $158,931-60.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.24% | 208.48%-200.2pp | 109.06%-100.8pp | 302.86%-294.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,615 | $4,554+1.3% | $3,709+24.4% | $5,982-22.9% |
| Admin fee / account holder | $3,967 | $6,193-35.9% | $3,845+3.2% | $11,247-64.7% |