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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 | $128,878 | $176,077-26.8% | $159,455-19.2% | $167,518-23.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.13% | 331.83%-316.7pp | 263.63%-248.5pp | 478.71%-463.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,800 | $7,751-12.3% | $7,353-7.5% | $6,342+7.2% |
| Admin fee / account holder | $576 | $12,556-95.4% | $10,800-94.7% | $12,312-95.3% |