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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 | $21,745 | $159,978-86.4% | $147,041-85.2% | $145,978-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.12% | 98.36%-71.2pp | 419.21%-392.1pp | 550.52%-523.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,281 | $8,429+69.4% | $8,071+76.9% | $6,690+113.5% |
| Admin fee / account holder | $3,033 | $15,053-79.8% | $13,006-76.7% | $13,400-77.4% |