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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 | $111,814-14.5% | $93,654+2.1% | $145,959-34.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.75% | 203.30%-187.5pp | 133.34%-117.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,060 | $4,914-17.4% | $4,413-8.0% | $6,689-39.3% |
| Admin fee / account holder | $320 | $10,246-96.9% | $8,282-96.1% | $13,398-97.6% |