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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 | $48,013 | $125,184-61.6% | $105,607-54.5% | $145,884-67.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.55% | 225.00%-210.5pp | 116.11%-101.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,431 | $5,714+100.1% | $5,011+128.1% | $6,690+70.9% |
| Admin fee / account holder | $640 | $17,133-96.3% | $10,958-94.2% | $13,392-95.2% |