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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 | $72,572 | $107,368-32.4% | $92,915-21.9% | $152,909-52.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.68% | 145.64%-122.0pp | 109.45%-85.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,330 | $4,848+113.1% | $4,238+143.7% | $5,851+76.5% |
| Admin fee / account holder | $22,225 | $7,082+213.8% | $5,796+283.5% | $11,601+91.6% |