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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 | $42,773 | $129,737-67.0% | $119,126-64.1% | $154,746-72.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.01% | 379.08%-366.1pp | 282.11%-269.1pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,650 | $5,842+13.8% | $5,318+25.0% | $6,730-1.2% |
| Admin fee / account holder | $14,319 | $11,961+19.7% | $10,693+33.9% | $14,365-0.3% |