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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 | $45,076 | $162,821-72.3% | $133,978-66.4% | $158,982-71.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.18% | 41.95%-33.8pp | 45.10%-36.9pp | 302.99%-294.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,134 | $5,910-13.1% | $5,047+1.7% | $5,983-14.2% |
| Admin fee / account holder | $2,198 | $11,742-81.3% | $8,930-75.4% | $11,252-80.5% |