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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 | $29,156 | $105,160-72.3% | $94,679-69.2% | $139,456-79.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.13% | 38.04%-16.9pp | 156.75%-135.6pp | 373.45%-352.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $13,428 | $7,599+76.7% | $7,417+81.0% | $6,711+100.1% |
| Admin fee / account holder | $2,995 | $8,988-66.7% | $7,233-58.6% | $11,407-73.7% |