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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 | $75,923 | $152,619-50.3% | $125,195-39.4% | $152,909-50.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.14% | 54.85%-32.7pp | 43.79%-21.7pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,057 | $5,869-47.9% | $4,937-38.1% | $5,851-47.8% |
| Admin fee / account holder | $8,152 | $13,437-39.3% | $9,704-16.0% | $11,601-29.7% |