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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 | $26,160 | $157,296-83.4% | $141,191-81.5% | $152,897-82.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.48% | 64.34%-28.9pp | 71.41%-35.9pp | 345.43%-309.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $47,715 | $7,111+571.0% | $6,710+611.1% | $5,851+715.5% |
| Admin fee / account holder | $618 | $12,125-94.9% | $10,264-94.0% | $11,599-94.7% |