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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 | $20,693 | $148,623-86.1% | $135,974-84.8% | $139,466-85.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.06% | 79.30%-60.2pp | 68.30%-49.2pp | 373.66%-354.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,607 | $8,103+6.2% | $7,760+10.9% | $6,712+28.2% |
| Admin fee / account holder | $5,612 | $12,406-54.8% | $10,767-47.9% | $11,409-50.8% |