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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 | $97,072 | $176,794-45.1% | $146,647-33.8% | $167,553-42.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.99% | 24.04%-6.0pp | 22.75%-4.8pp | 478.89%-460.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,900 | $6,440+38.2% | $5,506+61.6% | $6,343+40.3% |
| Admin fee / account holder | $14,481 | $13,262+9.2% | $10,281+40.9% | $12,316+17.6% |