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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 | $69,151 | $111,535-38.0% | $105,223-34.3% | $137,256-49.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.88% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,500 | $5,500+181.8% | $5,072+205.6% | $6,407+141.9% |
| Admin fee / account holder | $1,088 | $9,721-88.8% | $8,859-87.7% | $12,270-91.1% |