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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 | $138,261 | $183,516-24.7% | $155,534-11.1% | $145,884-5.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.50% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,500 | $6,467+170.6% | $5,630+210.8% | $6,690+161.6% |
| Admin fee / account holder | $4,295 | $19,293-77.7% | $15,900-73.0% | $13,392-67.9% |