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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 | $33,231 | $108,912-69.5% | $100,383-66.9% | $145,959-77.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.89% | 57.96%-40.1pp | 49.26%-31.4pp | 561.95%-544.1pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $14,650 | $8,451+73.3% | $8,086+81.2% | $6,689+119.0% |
| Admin fee / account holder | $5,872 | $9,690-39.4% | $7,900-25.7% | $13,398-56.2% |