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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 | $94,311 | $108,882-13.4% | $96,754-2.5% | $154,746-39.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 9.55% | 98.39%-88.8pp | 82.04%-72.5pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $27,125 | $5,323+409.6% | $4,758+470.1% | $6,730+303.0% |
| Admin fee / account holder | $78,194 | $10,200+666.6% | $8,905+778.1% | $14,365+444.3% |