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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 | $53,205 | $183,516-71.0% | $155,534-65.8% | $145,884-63.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.25% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,240 | $6,467-49.9% | $5,630-42.5% | $6,690-51.6% |
| Admin fee / account holder | $26,569 | $19,293+37.7% | $15,900+67.1% | $13,392+98.4% |