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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 | $65,384 | $64,307+1.7% | $57,347+14.0% | $125,393-47.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.34% | 25.14%-22.8pp | 24.40%-22.1pp | 282.23%-279.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,459 | $3,847+67.9% | $3,162+104.3% | $5,351+20.7% |
| Admin fee / account holder | $38,954 | $5,242+643.1% | $3,356+1060.7% | $9,541+308.3% |