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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 | $100,599 | $126,113-20.2% | $116,096-13.3% | $155,188-35.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 19.81% | 391.72%-371.9pp | 326.25%-306.4pp | 148.84%-129.0pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,970 | $4,162+187.6% | $3,952+202.9% | $6,531+83.3% |
| Admin fee / account holder | $473 | $8,045-94.1% | $7,704-93.9% | $14,480-96.7% |