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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 | $64,716 | $125,778-48.5% | $114,563-43.5% | $154,746-58.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 14.72% | 295.14%-280.4pp | 241.09%-226.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,784 | $4,445+120.1% | $4,142+136.2% | $6,730+45.4% |
| Admin fee / account holder | $15,236 | $8,190+86.0% | $7,623+99.9% | $14,365+6.1% |