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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 | $19,238 | $175,257-89.0% | $149,717-87.2% | $139,456-86.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.19% | 166.70%-152.5pp | 134.41%-120.2pp | 373.45%-359.3pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,683 | $6,521-43.5% | $5,682-35.2% | $6,711-45.1% |
| Admin fee / account holder | $398 | $16,156-97.5% | $13,213-97.0% | $11,407-96.5% |