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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 | $21,540 | $160,040-86.5% | $147,096-85.4% | $145,877-85.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 367.14% | 98.49%+268.6pp | 419.75%-52.6pp | 551.28%-184.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,222 | $8,429+9.4% | $8,071+14.3% | $6,691+37.8% |
| Admin fee / account holder | $3,447 | $15,050-77.1% | $13,005-73.5% | $13,402-74.3% |