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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 | $59,460 | $77,419-23.2% | $69,461-14.4% | $152,885-61.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 6.76% | 39.07%-32.3pp | 28.97%-22.2pp | 345.39%-338.6pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,233 | $4,414-26.7% | $3,536-8.6% | $5,851-44.7% |
| Admin fee / account holder | $18,959 | $6,207+205.5% | $3,840+393.8% | $11,598+63.5% |