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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 | $53,090 | $101,618-47.8% | $93,063-43.0% | $137,256-61.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.73% | 223.95%-208.2pp | 34.15%-18.4pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $25,417 | $4,279+494.0% | $3,958+542.1% | $6,407+296.7% |
| Admin fee / account holder | $30,549 | $6,198+392.8% | $6,033+406.3% | $12,270+149.0% |