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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 | $30,732 | $208,088-85.2% | $186,193-83.5% | $154,746-80.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.18% | 89.97%-71.8pp | 78.03%-59.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,861 | $7,078-31.3% | $6,513-25.4% | $6,730-27.8% |
| Admin fee / account holder | $8,689 | $11,698-25.7% | $11,058-21.4% | $14,365-39.5% |