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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 | $37,492 | $160,040-76.6% | $147,096-74.5% | $145,877-74.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.04% | 98.49%-81.5pp | 419.75%-402.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,004 | $8,429-16.9% | $8,071-13.2% | $6,691+4.7% |
| Admin fee / account holder | $420 | $15,050-97.2% | $13,005-96.8% | $13,402-96.9% |