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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 | $107,198 | $198,457-46.0% | $170,435-37.1% | $147,586-27.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.27% | 257.30%-246.0pp | 205.94%-194.7pp | 578.59%-567.3pp |
| Employer contribution / active EE | $192 | $6,183-96.9% | $5,432-96.5% | $4,876-96.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,076 | $16,852-81.7% | $13,881-77.8% | $10,886-71.7% |