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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 | $79,109 | $175,259-54.9% | $149,723-47.2% | $139,487-43.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 166.82%-150.8pp | 134.50%-118.5pp | 373.84%-357.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,255 | $6,522-34.8% | $5,682-25.1% | $6,713-36.6% |
| Admin fee / account holder | $5,915 | $16,158-63.4% | $13,215-55.2% | $11,407-48.1% |