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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 | $90,685 | $180,462-49.7% | $154,111-41.2% | $135,379-33.0% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 1.16% | 888.17%-887.0pp | 735.18%-734.0pp | 519.79%-518.6pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,460 | $5,806+28.5% | $5,081+46.8% | $5,609+33.0% |
| Admin fee / account holder | $772 | $16,145-95.2% | $13,411-94.2% | $10,828-92.9% |