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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 | $35,932 | $124,980-71.2% | $108,359-66.8% | $154,746-76.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 29.73% | 45.00%-15.3pp | 36.89%-7.2pp | 172.34%-142.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,669 | $4,743+167.1% | $4,137+206.2% | $6,730+88.2% |
| Admin fee / account holder | $5,463 | $11,502-52.5% | $9,741-43.9% | $14,365-62.0% |