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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 | $105,348 | $198,462-46.9% | $170,439-38.2% | $147,585-28.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.79% | 257.30%-239.5pp | 205.94%-188.1pp | 578.58%-560.8pp |
| Employer contribution / active EE | $1,250 | $6,184-79.8% | $5,433-77.0% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,166 | $16,852-93.1% | $13,881-91.6% | $10,886-89.3% |