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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 | $43,423 | $108,911-60.1% | $100,392-56.7% | $145,884-70.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.22% | 58.23%-45.0pp | 49.45%-36.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,559 | $8,459-69.7% | $8,090-68.4% | $6,690-61.7% |
| Admin fee / account holder | $3,212 | $9,698-66.9% | $7,904-59.4% | $13,392-76.0% |