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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 | $36,349 | $208,088-82.5% | $186,193-80.5% | $154,746-76.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 32.28% | 89.97%-57.7pp | 78.03%-45.7pp | 172.34%-140.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,247 | $7,078+129.5% | $6,513+149.5% | $6,730+141.4% |
| Admin fee / account holder | $1,709 | $11,698-85.4% | $11,058-84.5% | $14,365-88.1% |