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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 | $27,203 | $160,028-83.0% | $147,080-81.5% | $145,884-81.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.92% | 98.60%-84.7pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,140 | $8,422+127.3% | $8,066+137.3% | $6,690+186.1% |
| Admin fee / account holder | $9,814 | $15,030-34.7% | $12,989-24.4% | $13,392-26.7% |