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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 | $105,387 | $157,276-33.0% | $141,177-25.4% | $152,885-31.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.23% | 64.33%-47.1pp | 71.40%-54.2pp | 345.39%-328.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,315 | $7,110-25.3% | $6,710-20.8% | $5,851-9.2% |
| Admin fee / account holder | $33,524 | $12,123+176.5% | $10,263+226.6% | $11,598+189.0% |