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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 | $16,213 | $105,160-84.6% | $94,679-82.9% | $139,456-88.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 44.07% | 38.04%+6.0pp | 156.75%-112.7pp | 373.45%-329.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,375 | $7,599+36.5% | $7,417+39.9% | $6,711+54.6% |
| Admin fee / account holder | $3,579 | $8,988-60.2% | $7,233-50.5% | $11,407-68.6% |