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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 | $24,480 | $160,028-84.7% | $147,080-83.4% | $145,884-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 98.60%-88.4pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,025 | $8,422+30.9% | $8,066+36.7% | $6,690+64.8% |
| Admin fee / account holder | $3,877 | $15,030-74.2% | $12,989-70.2% | $13,392-71.0% |