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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 | $84,426 | $134,817-37.4% | $123,973-31.9% | $155,188-45.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.75% | 515.49%-499.7pp | 388.13%-372.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $21,320 | $5,706+273.6% | $5,247+306.3% | $6,531+226.4% |
| Admin fee / account holder | $11,850 | $13,245-10.5% | $11,799+0.4% | $14,480-18.2% |