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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 | $31,731 | $175,257-81.9% | $149,717-78.8% | $139,456-77.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.32% | 166.70%-145.4pp | 134.41%-113.1pp | 373.45%-352.1pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,132 | $6,521+9.4% | $5,682+25.5% | $6,711+6.3% |
| Admin fee / account holder | $505 | $16,156-96.9% | $13,213-96.2% | $11,407-95.6% |