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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 | $95,605 | $111,830-14.5% | $93,696+2.0% | $145,884-34.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.75% | 204.08%-188.3pp | 133.74%-118.0pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,060 | $4,920-17.5% | $4,417-8.1% | $6,690-39.3% |
| Admin fee / account holder | $320 | $10,249-96.9% | $8,287-96.1% | $13,392-97.6% |