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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 | $80,563 | $111,830-28.0% | $93,696-14.0% | $145,884-44.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.27% | 204.08%-193.8pp | 133.74%-123.5pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,896 | $4,920+202.8% | $4,417+237.3% | $6,690+122.7% |
| Admin fee / account holder | $1,624 | $10,249-84.2% | $8,287-80.4% | $13,392-87.9% |