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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 | $45,604 | $102,595-55.5% | $94,057-51.5% | $154,746-70.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 11.10% | 583.42%-572.3pp | 480.62%-469.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,521 | $5,118-70.3% | $4,709-67.7% | $6,730-77.4% |
| Admin fee / account holder | $14,941 | $7,736+93.1% | $7,244+106.2% | $14,365+4.0% |