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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 | $138,208 | $160,059-13.7% | $140,019-1.3% | $135,380+2.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.83% | 911.48%-910.6pp | 651.17%-650.3pp | 519.81%-519.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,667 | $7,641+13.4% | $6,927+25.1% | $5,609+54.5% |
| Admin fee / account holder | $58,330 | $13,328+337.6% | $10,705+444.9% | $10,828+438.7% |