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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 | $56,606 | $75,807-25.3% | $116,096-51.2% | $86,983-34.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.09% | 18.57%+6.5pp | 326.25%-301.2pp | 25.83%-0.7pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $28,907 | $3,212+800.1% | $3,952+631.5% | $4,194+589.3% |
| Admin fee / account holder | $4,851 | $6,659-27.1% | $7,704-37.0% | $7,856-38.2% |