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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 | $103,402 | $171,492-39.7% | $150,734-31.4% | $198,609-47.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.62% | 804.70%-791.1pp | 600.81%-587.2pp | 202.70%-189.1pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,854 | $6,259+41.5% | $5,610+57.8% | $6,977+26.9% |
| Admin fee / account holder | $33,338 | $17,628+89.1% | $14,905+123.7% | $19,030+75.2% |