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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 | $87,495 | $132,634-34.0% | $115,768-24.4% | $137,256-36.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.36% | 160.70%-144.3pp | 100.46%-84.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $30,962 | $5,619+451.1% | $4,917+529.7% | $6,407+383.3% |
| Admin fee / account holder | $31,393 | $15,028+108.9% | $12,439+152.4% | $12,270+155.8% |