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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 | $45,354 | $198,462-77.1% | $170,439-73.4% | $147,585-69.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.56% | 257.30%-235.7pp | 205.94%-184.4pp | 578.58%-557.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,973 | $5,629-64.9% | $4,939-60.1% | $5,439-63.7% |
| Admin fee / account holder | $26,305 | $16,852+56.1% | $13,881+89.5% | $10,886+141.6% |