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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 | $117,769 | $103,008+14.3% | $90,304+30.4% | $152,897-23.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 35.81% | 95.22%-59.4pp | 78.13%-42.3pp | 345.43%-309.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,014 | $4,281+87.2% | $3,885+106.3% | $5,851+37.0% |
| Admin fee / account holder | $860 | $6,175-86.1% | $5,354-83.9% | $11,599-92.6% |