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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 | $65,275 | $124,346-47.5% | $111,306-41.4% | $167,553-61.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.08% | 37.46%-19.4pp | 54.67%-36.6pp | 478.89%-460.8pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,531 | $5,182+103.2% | $4,488+134.7% | $6,343+66.0% |
| Admin fee / account holder | $1,275 | $10,623-88.0% | $7,966-84.0% | $12,316-89.6% |