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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 | $72,664 | $209,425-65.3% | $178,499-59.3% | $158,966-54.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.42% | 188.80%-181.4pp | 151.10%-143.7pp | 302.95%-295.5pp |
| Employer contribution / active EE | $1,090 | $5,707-80.9% | $5,011-78.3% | $4,762-77.1% |
| Participant deferral / active EE | $2,624 | $5,955-55.9% | $5,202-49.6% | $5,983-56.1% |
| Admin fee / account holder | $7,846 | $17,078-54.1% | $13,986-43.9% | $11,250-30.3% |