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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 | $17,086 | $106,588-84.0% | $94,215-81.9% | $155,188-89.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 48.47% | 29.39%+19.1pp | 28.22%+20.3pp | 148.84%-100.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,333 | $4,802+73.5% | $4,276+94.9% | $6,531+27.6% |
| Admin fee / account holder | $1,012 | $12,281-91.8% | $10,216-90.1% | $14,480-93.0% |