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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 | $71,352 | $116,203-38.6% | $93,621-23.8% | $152,897-53.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 11.99% | 35.96%-24.0pp | 32.76%-20.8pp | 345.43%-333.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,179 | $4,605-31.0% | $4,070-21.9% | $5,851-45.7% |
| Admin fee / account holder | $5,022 | $10,751-53.3% | $7,890-36.3% | $11,599-56.7% |