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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 | $54,895 | $125,190-56.2% | $105,624-48.0% | $145,897-62.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.49% | 225.22%-213.7pp | 116.20%-104.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,898 | $5,716-49.3% | $5,013-42.2% | $6,689-56.7% |
| Admin fee / account holder | $888 | $17,138-94.8% | $10,961-91.9% | $13,390-93.4% |