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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 | $59,148 | $183,539-67.8% | $155,556-62.0% | $145,897-59.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.67% | 61.31%-51.6pp | 64.84%-55.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,642 | $6,467-12.8% | $5,631+0.2% | $6,689-15.7% |
| Admin fee / account holder | $3,750 | $19,275-80.5% | $15,885-76.4% | $13,390-72.0% |