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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 | $32,986 | $102,595-67.8% | $94,057-64.9% | $154,746-78.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.10% | 583.42%-563.3pp | 480.62%-460.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $56 | $3,147-98.2% | $2,933-98.1% | $4,379-98.7% |
| Participant deferral / active EE | $6,129 | $5,118+19.7% | $4,709+30.1% | $6,730-8.9% |
| Admin fee / account holder | $352 | $7,736-95.5% | $7,244-95.1% | $14,365-97.6% |