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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 | $51,584 | $127,298-59.5% | $109,916-53.1% | $167,553-69.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.71% | 22.97%-10.3pp | 29.46%-16.8pp | 478.89%-466.2pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,627 | $4,513+24.7% | $4,047+39.0% | $6,343-11.3% |
| Admin fee / account holder | $13,280 | $7,119+86.5% | $6,069+118.8% | $12,316+7.8% |