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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 | $43,171 | $102,595-57.9% | $94,057-54.1% | $154,746-72.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.90% | 583.42%-566.5pp | 480.62%-463.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,007 | $5,118+232.3% | $4,709+261.1% | $6,730+152.7% |
| Admin fee / account holder | $397 | $7,736-94.9% | $7,244-94.5% | $14,365-97.2% |