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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 | $113,843 | $162,136-29.8% | $152,301-25.3% | $154,746-26.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.99% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,120 | $8,341+81.3% | $8,004+88.9% | $6,730+124.6% |
| Admin fee / account holder | $87,740 | $15,759+456.7% | $14,398+509.4% | $14,365+510.8% |