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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 | $108,897-69.5% | $100,378-66.9% | $145,877-77.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.89% | 58.17%-40.3pp | 49.41%-31.5pp | 551.28%-533.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,650 | $8,455+73.3% | $8,087+81.1% | $6,691+119.0% |
| Admin fee / account holder | $5,872 | $9,690-39.4% | $7,899-25.7% | $13,402-56.2% |