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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 | $43,524 | $180,459-75.9% | $154,108-71.8% | $135,380-67.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.73% | 888.21%-882.5pp | 735.21%-729.5pp | 519.81%-514.1pp |
| Employer contribution / active EE | $79 | $6,035-98.7% | $5,298-98.5% | $4,779-98.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $992 | $16,145-93.9% | $13,411-92.6% | $10,828-90.8% |