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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 | $56,860 | $108,882-47.8% | $96,754-41.2% | $154,746-63.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.18% | 98.39%-85.2pp | 82.04%-68.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,280 | $5,323+55.6% | $4,758+74.0% | $6,730+23.0% |
| Admin fee / account holder | $2,199 | $10,200-78.4% | $8,905-75.3% | $14,365-84.7% |