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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 | $44,356 | $180,749-75.5% | $160,784-72.4% | $137,256-67.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.68% | 2234.46%-2219.8pp | 1803.92%-1789.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,803 | $6,844-0.6% | $6,293+8.1% | $6,407+6.2% |
| Admin fee / account holder | $8,628 | $10,397-17.0% | $9,717-11.2% | $12,270-29.7% |