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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 | $20,066 | $124,175-83.8% | $108,405-81.5% | $167,536-88.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.96% | 1380.13%-1358.2pp | 905.55%-883.6pp | 478.82%-456.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,725 | $6,908+11.8% | $6,563+17.7% | $6,342+21.8% |
| Admin fee / account holder | $803 | $9,457-91.5% | $7,297-89.0% | $12,315-93.5% |