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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 | $35,746 | $99,875-64.2% | $146,866-75.7% | $86,983-58.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 42.36% | 28.10%+14.3pp | 102.85%-60.5pp | 25.83%+16.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,839 | $6,322+71.4% | $7,759+39.7% | $4,194+158.5% |
| Admin fee / account holder | $4,950 | $7,838-36.8% | $13,620-63.7% | $7,856-37.0% |