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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 | $58,062 | $167,483-65.3% | $115,752-49.8% | $147,586-60.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 11.09% | 12.11%-1.0pp | 19.41%-8.3pp | 578.59%-567.5pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,884 | $7,037+12.0% | $5,204+51.5% | $5,439+45.0% |
| Admin fee / account holder | $1,550 | $13,069-88.1% | $6,278-75.3% | $10,886-85.8% |