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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 | $12,731 | $102,595-87.6% | $94,057-86.5% | $154,746-91.8% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 34.62% | 583.42%-548.8pp | 480.62%-446.0pp | 172.34%-137.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,517 | $5,118+66.4% | $4,709+80.8% | $6,730+26.5% |
| Admin fee / account holder | $300 | $7,736-96.1% | $7,244-95.9% | $14,365-97.9% |