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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 | $126,858 | $103,038+23.1% | $90,324+40.4% | $152,909-17.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 30.43% | 95.25%-64.8pp | 78.15%-47.7pp | 345.46%-315.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,100 | $4,282+276.0% | $3,885+314.4% | $5,851+175.1% |
| Admin fee / account holder | $2,911 | $6,177-52.9% | $5,356-45.6% | $11,601-74.9% |