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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 | $86,965 | $175,259-50.4% | $149,723-41.9% | $139,487-37.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.31% | 166.82%-149.5pp | 134.50%-117.2pp | 373.84%-356.5pp |
| Employer contribution / active EE | $375 | $5,478-93.2% | $4,821-92.2% | $4,755-92.1% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,053 | $16,158-93.5% | $13,215-92.0% | $11,407-90.8% |