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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 | $136,483 | $90,606+50.6% | $79,466+71.7% | $135,379+0.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | 2.47% | 977.69%-975.2pp | 718.28%-715.8pp | 519.79%-517.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,060 | $4,050+74.3% | $3,704+90.6% | $5,609+25.9% |
| Admin fee / account holder | $878 | $5,895-85.1% | $5,104-82.8% | $10,828-91.9% |