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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 | $92,212 | $209,425-56.0% | $178,499-48.3% | $158,966-42.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.59% | 188.80%-174.2pp | 151.10%-136.5pp | 302.95%-288.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,100 | $5,955+52.8% | $5,202+74.9% | $5,983+52.1% |
| Admin fee / account holder | $1,122 | $17,078-93.4% | $13,986-92.0% | $11,250-90.0% |