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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 | $41,264 | $225,673-81.7% | $203,872-79.8% | $155,188-73.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 9.18% | 95.91%-86.7pp | 85.11%-75.9pp | 148.84%-139.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,892 | $6,893-29.0% | $6,388-23.4% | $6,531-25.1% |
| Admin fee / account holder | $1,550 | $12,327-87.4% | $11,730-86.8% | $14,480-89.3% |