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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 | $122,803 | $72,071+70.4% | $68,368+79.6% | $137,256-10.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 38.02% | 353.14%-315.1pp | 292.57%-254.6pp | 220.34%-182.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,580 | $4,410+94.6% | $4,123+108.1% | $6,407+33.9% |
| Admin fee / account holder | $23,194 | $5,336+334.7% | $5,150+350.4% | $12,270+89.0% |