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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 | $108,942-52.4% | $100,415-48.3% | $145,897-64.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.27% | 58.27%-45.0pp | 49.47%-36.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,318 | $8,461+57.4% | $8,091+64.6% | $6,689+99.1% |
| Admin fee / account holder | $517 | $9,702-94.7% | $7,906-93.5% | $13,390-96.1% |