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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 | $65,678 | $209,888-68.7% | $189,545-65.3% | $167,553-60.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.74% | 748.66%-737.9pp | 555.36%-544.6pp | 478.89%-468.2pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,422 | $8,934-28.1% | $8,220-21.9% | $6,343+1.3% |
| Admin fee / account holder | $16,739 | $14,300+17.1% | $12,049+38.9% | $12,316+35.9% |