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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 | $32,778 | $176,402-81.4% | $134,162-75.6% | $158,982-79.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.53% | 63.66%-46.1pp | 36.35%-18.8pp | 302.99%-285.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,203 | $4,093+2.7% | $3,500+20.1% | $5,983-29.8% |
| Admin fee / account holder | $3,826 | $8,719-56.1% | $6,685-42.8% | $11,252-66.0% |