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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 | $74,248 | $160,028-53.6% | $147,080-49.5% | $145,884-49.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.12% | 98.60%-88.5pp | 420.17%-410.1pp | 551.85%-541.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,300 | $8,422-25.2% | $8,066-21.9% | $6,690-5.8% |
| Admin fee / account holder | $641 | $15,030-95.7% | $12,989-95.1% | $13,392-95.2% |