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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 | $68,697 | $100,262-31.5% | $81,370-15.6% | $145,897-52.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.97% | 34.52%-26.6pp | 24.85%-16.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,385 | $4,612-70.0% | $3,885-64.4% | $6,689-79.3% |
| Admin fee / account holder | $40,961 | $8,163+401.8% | $5,749+612.5% | $13,390+205.9% |