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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 | $66,896 | $125,184-46.6% | $105,607-36.7% | $145,884-54.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.42% | 225.00%-214.6pp | 116.11%-105.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $233 | $3,720-93.7% | $3,167-92.6% | $4,662-95.0% |
| Participant deferral / active EE | $5,408 | $5,714-5.4% | $5,011+7.9% | $6,690-19.2% |
| Admin fee / account holder | $41,488 | $17,133+142.2% | $10,958+278.6% | $13,392+209.8% |