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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 | $44,626 | $175,257-74.5% | $149,717-70.2% | $139,456-68.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.57% | 166.70%-146.1pp | 134.41%-113.8pp | 373.45%-352.9pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $17,500 | $6,521+168.4% | $5,682+208.0% | $6,711+160.8% |
| Admin fee / account holder | $331 | $16,156-98.0% | $13,213-97.5% | $11,407-97.1% |