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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 | $101,022 | $105,158-3.9% | $94,672+6.7% | $139,487-27.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.73% | 38.11%-16.4pp | 156.89%-135.2pp | 373.84%-352.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,821 | $7,599-36.6% | $7,417-35.0% | $6,713-28.2% |
| Admin fee / account holder | $575 | $8,972-93.6% | $7,222-92.0% | $11,407-95.0% |