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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 | $130,875 | $202,345-35.3% | $172,755-24.2% | $152,885-14.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.76% | 1029.77%-1008.0pp | 802.94%-781.2pp | 345.39%-323.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,160 | $5,948-13.2% | $5,198-0.7% | $5,851-11.8% |
| Admin fee / account holder | $683 | $17,111-96.0% | $13,955-95.1% | $11,598-94.1% |