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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 | $131,501 | $198,457-33.7% | $170,435-22.8% | $147,586-10.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.54% | 257.30%-233.8pp | 205.94%-182.4pp | 578.59%-555.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,960 | $5,629-47.4% | $4,939-40.1% | $5,439-45.6% |
| Admin fee / account holder | $20,086 | $16,852+19.2% | $13,881+44.7% | $10,886+84.5% |