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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 | $6,839 | $154,754-95.6% | $124,206-94.5% | $138,895-95.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.58% | 709.28%-690.7pp | 515.27%-496.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,137 | $4,621+11.2% | $3,968+29.5% | $6,396-19.7% |
| Admin fee / account holder | $2,127 | $6,690-68.2% | $5,929-64.1% | $12,562-83.1% |