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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 | $17,382 | $125,778-86.2% | $114,563-84.8% | $154,746-88.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 19.22% | 295.14%-275.9pp | 241.09%-221.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,139 | $4,445+60.6% | $4,142+72.4% | $6,730+6.1% |
| Admin fee / account holder | $321 | $8,190-96.1% | $7,623-95.8% | $14,365-97.8% |