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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 | $23,637 | $157,276-85.0% | $141,177-83.3% | $152,885-84.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.83% | 64.33%-44.5pp | 71.40%-51.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,200 | $7,110-40.9% | $6,710-37.4% | $5,851-28.2% |
| Admin fee / account holder | $5,419 | $12,123-55.3% | $10,263-47.2% | $11,598-53.3% |