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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 | $161,011 | $167,030-3.6% | $135,768+18.6% | $155,188+3.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.98% | 678.39%-667.4pp | 526.10%-515.1pp | 148.84%-137.9pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,708 | $4,528+180.7% | $3,977+219.5% | $6,531+94.6% |
| Admin fee / account holder | $63,001 | $8,172+671.0% | $7,048+793.8% | $14,480+335.1% |