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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 | $225,673-86.4% | $203,872-84.9% | $155,188-80.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 18.18% | 95.91%-77.7pp | 85.11%-66.9pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,861 | $6,893-29.5% | $6,388-23.9% | $6,531-25.6% |
| Admin fee / account holder | $8,689 | $12,327-29.5% | $11,730-25.9% | $14,480-40.0% |