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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 | $27,830 | $81,696-65.9% | $70,494-60.5% | $158,982-82.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.15% | 208.70%-199.5pp | 109.16%-100.0pp | 302.99%-293.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,135 | $4,558+12.7% | $3,711+38.4% | $5,983-14.2% |
| Admin fee / account holder | $830 | $6,200-86.6% | $3,848-78.4% | $11,252-92.6% |