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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 | $47,124 | $217,427-78.3% | $185,837-74.6% | $167,518-71.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 40.06% | 148.39%-108.3pp | 122.08%-82.0pp | 478.71%-438.6pp |
| Employer contribution / active EE | $394 | $5,874-93.3% | $5,168-92.4% | $4,838-91.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $438 | $19,816-97.8% | $16,241-97.3% | $12,312-96.4% |