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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 | $115,621 | $198,462-41.7% | $170,439-32.2% | $147,585-21.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.53% | 257.30%-241.8pp | 205.94%-190.4pp | 578.58%-563.1pp |
| Employer contribution / active EE | $1,246 | $6,184-79.8% | $5,433-77.1% | $4,876-74.4% |
| Participant deferral / active EE | $2,322 | $5,629-58.8% | $4,939-53.0% | $5,439-57.3% |
| Admin fee / account holder | $7,264 | $16,852-56.9% | $13,881-47.7% | $10,886-33.3% |