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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 | $22,895 | $154,754-85.2% | $124,206-81.6% | $138,895-83.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.17% | 709.28%-691.1pp | 515.27%-497.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,428 | $4,621+17.5% | $3,968+36.8% | $6,396-15.1% |
| Admin fee / account holder | $380 | $6,690-94.3% | $5,929-93.6% | $12,562-97.0% |