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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 | $113,107 | $217,432-48.0% | $185,849-39.1% | $167,536-32.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.41% | 148.42%-136.0pp | 122.10%-109.7pp | 478.82%-466.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,244 | $6,357-17.5% | $5,569-5.8% | $6,342-17.3% |
| Admin fee / account holder | $2,926 | $19,818-85.2% | $16,244-82.0% | $12,315-76.2% |