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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 | $58,526 | $144,130-59.4% | $117,861-50.3% | $147,586-60.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.18% | 531.20%-522.0pp | 335.11%-325.9pp | 578.59%-569.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,779 | $5,316+27.5% | $4,482+51.2% | $5,439+24.6% |
| Admin fee / account holder | $3,172 | $10,887-70.9% | $8,021-60.4% | $10,886-70.9% |