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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 | $33,977 | $112,112-69.7% | $95,956-64.6% | $158,950-78.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.04% | 171.15%-145.1pp | 91.63%-65.6pp | 302.91%-276.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,090 | $4,784+152.7% | $4,167+190.2% | $5,983+102.1% |
| Admin fee / account holder | $334 | $10,134-96.7% | $6,797-95.1% | $11,248-97.0% |