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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 | $68,389 | $168,636-59.4% | $147,618-53.7% | $125,388-45.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.70% | 77.65%-77.0pp | 61.98%-61.3pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $15,230 | $5,507+176.6% | $4,895+211.1% | $5,352+184.6% |
| Admin fee / account holder | $20,408 | $13,580+50.3% | $11,612+75.8% | $9,541+113.9% |