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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 | $32,110 | $162,529-80.2% | $130,788-75.4% | $154,746-79.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 39.50% | 510.48%-471.0pp | 386.44%-346.9pp | 172.34%-132.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,513 | $4,808-47.7% | $4,137-39.3% | $6,730-62.7% |
| Admin fee / account holder | $19,287 | $7,669+151.5% | $6,673+189.0% | $14,365+34.3% |