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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 | $43,697 | $217,432-79.9% | $185,849-76.5% | $167,536-73.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.93% | 148.42%-136.5pp | 122.10%-110.2pp | 478.82%-466.9pp |
| Employer contribution / active EE | $1,132 | $5,875-80.7% | $5,169-78.1% | $4,839-76.6% |
| Participant deferral / active EE | $4,221 | $6,357-33.6% | $5,569-24.2% | $6,342-33.5% |
| Admin fee / account holder | $12,133 | $19,818-38.8% | $16,244-25.3% | $12,315-1.5% |