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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 | $31,980 | $175,259-81.8% | $149,723-78.6% | $139,487-77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.82% | 166.82%-129.0pp | 134.50%-96.7pp | 373.84%-336.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $21,535 | $6,522+230.2% | $5,682+279.0% | $6,713+220.8% |
| Admin fee / account holder | $768 | $16,158-95.2% | $13,215-94.2% | $11,407-93.3% |