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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 | $75,836 | $77,449-2.1% | $69,483+9.1% | $152,909-50.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 42.76% | 39.09%+3.7pp | 28.99%+13.8pp | 345.46%-302.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,112 | $4,415+15.8% | $3,537+44.5% | $5,851-12.6% |
| Admin fee / account holder | $2,067 | $6,210-66.7% | $3,841-46.2% | $11,601-82.2% |