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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 | $40,713 | $99,053-58.9% | $88,179-53.8% | $138,895-70.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.49% | 78.17%-63.7pp | 64.97%-50.5pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,750 | $5,225+67.5% | $4,614+89.7% | $6,396+36.8% |
| Admin fee / account holder | $12,765 | $8,748+45.9% | $7,673+66.4% | $12,562+1.6% |