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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 | $152,992 | $166,268-8.0% | $165,100-7.3% | $145,897+4.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.21% | 100.52%-86.3pp | 70.21%-56.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $569 | $5,284-89.2% | $4,348-86.9% | $4,663-87.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,967 | $16,659-82.2% | $12,696-76.6% | $13,390-77.8% |