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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 | $59,904 | $155,840-61.6% | $124,694-52.0% | $167,553-64.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 24.14% | 17.98%+6.2pp | 5144.82%-5120.7pp | 478.89%-454.8pp |
| Employer contribution / active EE | $446 | $4,165-89.3% | $3,325-86.6% | $4,840-90.8% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $921 | $9,536-90.3% | $7,495-87.7% | $12,316-92.5% |