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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 | $77,515 | $232,540-66.7% | $185,117-58.1% | $147,586-47.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.16% | 43.03%-27.9pp | 40.50%-25.3pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,611 | $5,834+13.3% | $5,045+31.0% | $5,439+21.5% |
| Admin fee / account holder | $26,872 | $10,275+161.5% | $8,159+229.3% | $10,886+146.9% |