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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 | $49,733 | $112,935-56.0% | $90,970-45.3% | $158,966-68.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.55% | 215.79%-203.2pp | 134.58%-122.0pp | 302.95%-290.4pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,673 | $4,129-35.3% | $3,373-20.8% | $5,983-55.3% |
| Admin fee / account holder | $404 | $8,045-95.0% | $5,960-93.2% | $11,250-96.4% |