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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 | $51,874 | $108,897-52.4% | $100,378-48.3% | $145,877-64.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.27% | 58.17%-44.9pp | 49.41%-36.1pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,318 | $8,455+57.5% | $8,087+64.7% | $6,691+99.0% |
| Admin fee / account holder | $517 | $9,690-94.7% | $7,899-93.5% | $13,402-96.1% |