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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 | $120,754 | $217,432-44.5% | $185,851-35.0% | $167,553-27.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.07% | 148.43%-138.4pp | 122.11%-112.0pp | 478.89%-468.8pp |
| Employer contribution / active EE | $417 | $5,874-92.9% | $5,168-91.9% | $4,840-91.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,268 | $19,820-88.6% | $16,245-86.0% | $12,316-81.6% |