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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 | $16,566 | $169,336-90.2% | $129,384-87.2% | $145,884-88.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.94% | 14408.70%-14399.8pp | 9461.77%-9452.8pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,841 | $4,985+37.2% | $4,166+64.2% | $6,690+2.3% |
| Admin fee / account holder | $516 | $9,912-94.8% | $7,686-93.3% | $13,392-96.1% |