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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 | $54,226 | $132,634-59.1% | $115,768-53.2% | $137,256-60.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.27% | 160.70%-139.4pp | 100.46%-79.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,308 | $5,619+190.2% | $4,917+231.7% | $6,407+154.5% |
| Admin fee / account holder | $2,792 | $15,028-81.4% | $12,439-77.6% | $12,270-77.2% |