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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 | $118,152 | $107,941+9.5% | $91,994+28.4% | $152,897-22.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.53% | 89.28%-66.7pp | 69.04%-46.5pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,000 | $6,366-5.7% | $5,924+1.3% | $5,851+2.5% |
| Admin fee / account holder | $1,623 | $10,521-84.6% | $7,744-79.0% | $11,599-86.0% |