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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 | $51,529 | $107,421-52.0% | $182,262-71.7% | $94,015-45.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 33.56% | 21.32%+12.2pp | 140.60%-107.0pp | 17.84%+15.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,208 | $6,558+55.7% | $8,276+23.3% | $4,249+140.2% |
| Admin fee / account holder | $2,301 | $8,692-73.5% | $16,712-86.2% | $8,951-74.3% |