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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 | $76,393 | $160,040-52.3% | $147,096-48.1% | $145,877-47.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.27% | 98.49%-69.2pp | 419.75%-390.5pp | 551.28%-522.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,091 | $8,429+90.9% | $8,071+99.4% | $6,691+140.5% |
| Admin fee / account holder | $855 | $15,050-94.3% | $13,005-93.4% | $13,402-93.6% |