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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 | $38,985 | $110,379-64.7% | $102,412-61.9% | $145,884-73.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 43.27% | 24.84%+18.4pp | 24.94%+18.3pp | 551.85%-508.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,129 | $5,622+26.8% | $5,060+40.9% | $6,690+6.6% |
| Admin fee / account holder | $6,668 | $9,745-31.6% | $8,388-20.5% | $13,392-50.2% |