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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 | $71,510 | $102,429-30.2% | $147,096-51.4% | $80,925-11.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.85% | 135.02%-118.2pp | 419.75%-402.9pp | 35.65%-18.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $20,855 | $6,649+213.7% | $8,071+158.4% | $4,299+385.2% |
| Admin fee / account holder | $12,423 | $7,957+56.1% | $13,005-4.5% | $6,940+79.0% |