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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 | $88,199 | $132,634-33.5% | $115,768-23.8% | $137,256-35.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.36% | 160.70%-147.3pp | 100.46%-87.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,250 | $5,619+11.2% | $4,917+27.1% | $6,407-2.4% |
| Admin fee / account holder | $501 | $15,028-96.7% | $12,439-96.0% | $12,270-95.9% |