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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 | $49,691 | $81,664-39.2% | $70,476-29.5% | $158,966-68.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.81% | 208.59%-190.8pp | 109.12%-91.3pp | 302.95%-285.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,644 | $4,556-20.0% | $3,710-1.8% | $5,983-39.1% |
| Admin fee / account holder | $8,969 | $6,197+44.7% | $3,847+133.2% | $11,250-20.3% |