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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 | $45,450 | $159,978-71.6% | $147,041-69.1% | $145,978-68.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.07% | 98.36%-85.3pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $696 | $5,288-86.8% | $4,935-85.9% | $4,662-85.1% |
| Participant deferral / active EE | $20,657 | $8,429+145.1% | $8,071+155.9% | $6,690+208.8% |
| Admin fee / account holder | $412 | $15,053-97.3% | $13,006-96.8% | $13,400-96.9% |