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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 | $61,146 | $208,088-70.6% | $186,193-67.2% | $154,746-60.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.11% | 89.97%-74.9pp | 78.03%-62.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $26,032 | $7,078+267.8% | $6,513+299.7% | $6,730+286.8% |
| Admin fee / account holder | $14,473 | $11,698+23.7% | $11,058+30.9% | $14,365+0.8% |