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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 | $33,662 | $88,702-62.1% | $81,780-58.8% | $145,978-76.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.17% | 1029.12%-1013.0pp | 776.27%-760.1pp | 550.52%-534.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,354 | $4,645+122.9% | $4,321+139.6% | $6,690+54.8% |
| Admin fee / account holder | $1,000 | $8,414-88.1% | $7,384-86.5% | $13,400-92.5% |