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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 | $64,049 | $150,435-57.4% | $120,580-46.9% | $145,897-56.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 15.87% | 154.60%-138.7pp | 107.48%-91.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,977 | $6,174+142.6% | $4,995+199.8% | $6,689+123.9% |
| Admin fee / account holder | $348 | $12,182-97.1% | $9,418-96.3% | $13,390-97.4% |