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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 | $52,371 | $202,440-74.1% | $169,390-69.1% | $139,466-62.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 49.83% | 532.36%-482.5pp | 406.07%-356.2pp | 373.66%-323.8pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,075 | $6,940+30.8% | $6,222+45.8% | $6,712+35.2% |
| Admin fee / account holder | $432 | $10,722-96.0% | $9,015-95.2% | $11,409-96.2% |