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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 | $35,120 | $103,000-65.9% | $90,300-61.1% | $152,885-77.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.93% | 95.19%-80.3pp | 78.11%-63.2pp | 345.39%-330.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,764 | $4,281-35.4% | $3,884-28.8% | $5,851-52.8% |
| Admin fee / account holder | $4,635 | $6,173-24.9% | $5,353-13.4% | $11,598-60.0% |