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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 | $44,717 | $160,070-72.1% | $147,117-69.6% | $145,897-69.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.76% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,166 | $8,419+56.4% | $8,065+63.3% | $6,689+96.8% |
| Admin fee / account holder | $38,239 | $15,035+154.3% | $12,993+194.3% | $13,390+185.6% |