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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 | $47,762 | $154,193-69.0% | $130,045-63.3% | $139,466-65.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.48% | 32.51%-8.0pp | -137.30%+161.8pp | 373.66%-349.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,000 | $6,709+78.9% | $5,820+106.2% | $6,712+78.8% |
| Admin fee / account holder | $27,579 | $13,989+97.1% | $10,600+160.2% | $11,409+141.7% |