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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 | $23,208 | $150,346-84.6% | $120,524-80.7% | $145,877-84.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 30.19% | 154.40%-124.2pp | 107.36%-77.2pp | 551.28%-521.1pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,900 | $6,172+76.6% | $4,994+118.3% | $6,691+62.9% |
| Admin fee / account holder | $301 | $12,215-97.5% | $9,440-96.8% | $13,402-97.8% |