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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 | $16,563 | $180,749-90.8% | $160,784-89.7% | $137,256-87.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.47% | 2234.46%-2220.0pp | 1803.92%-1789.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,168 | $6,844+92.4% | $6,293+109.2% | $6,407+105.5% |
| Admin fee / account holder | $3,582 | $10,397-65.5% | $9,717-63.1% | $12,270-70.8% |