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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 | $122,483 | $171,492-28.6% | $150,734-18.7% | $198,609-38.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.82% | 804.70%-789.9pp | 600.81%-586.0pp | 202.70%-187.9pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,980 | $6,259+75.4% | $5,610+95.7% | $6,977+57.4% |
| Admin fee / account holder | $729 | $17,628-95.9% | $14,905-95.1% | $19,030-96.2% |