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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 | $23,834 | $121,656-80.4% | $104,614-77.2% | $158,950-85.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.56% | 465.51%-450.0pp | 340.56%-325.0pp | 302.91%-287.4pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,640 | $4,177+11.1% | $3,739+24.1% | $5,983-22.4% |
| Admin fee / account holder | $1,129 | $7,775-85.5% | $6,464-82.5% | $11,248-90.0% |