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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 | $28,837 | $152,612-81.1% | $125,192-77.0% | $152,897-81.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.88% | 54.85%-33.0pp | 43.79%-21.9pp | 345.43%-323.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,862 | $5,868-0.1% | $4,937+18.7% | $5,851+0.2% |
| Admin fee / account holder | $6,183 | $13,437-54.0% | $9,704-36.3% | $11,599-46.7% |