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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 | $46,145 | $115,810-60.2% | $101,271-54.4% | $158,966-71.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.76% | 56.15%-44.4pp | 46.48%-34.7pp | 302.95%-291.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,604 | $4,958-47.5% | $4,371-40.4% | $5,983-56.5% |
| Admin fee / account holder | $310 | $7,248-95.7% | $5,948-94.8% | $11,250-97.2% |