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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 | $30,770 | $157,829-80.5% | $136,867-77.5% | $198,609-84.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.79% | 51.25%-36.5pp | 42.97%-28.2pp | 202.70%-187.9pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $14,945 | $5,463+173.6% | $4,924+203.5% | $6,977+114.2% |
| Admin fee / account holder | $12,939 | $11,107+16.5% | $10,340+25.1% | $19,030-32.0% |