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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 | $77,461 | $176,077-56.0% | $159,455-51.4% | $167,518-53.8% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.89% | 331.83%-317.9pp | 263.63%-249.7pp | 478.71%-464.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,766 | $7,751-64.3% | $7,353-62.4% | $6,342-56.4% |
| Admin fee / account holder | $49,559 | $12,556+294.7% | $10,800+358.9% | $12,312+302.5% |