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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 | $33,040 | $134,817-75.5% | $123,973-73.3% | $155,188-78.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.26% | 515.49%-506.2pp | 388.13%-378.9pp | 148.84%-139.6pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,108 | $5,706+112.2% | $5,247+130.8% | $6,531+85.4% |
| Admin fee / account holder | $1,923 | $13,245-85.5% | $11,799-83.7% | $14,480-86.7% |