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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 | $36,192 | $196,972-81.6% | $182,262-80.1% | $198,609-81.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.64% | 158.27%-138.6pp | 140.60%-121.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,063 | $8,643-18.3% | $8,276-14.7% | $6,977+1.2% |
| Admin fee / account holder | $596 | $18,429-96.8% | $16,712-96.4% | $19,030-96.9% |