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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 | $25,206 | $157,296-84.0% | $141,191-82.1% | $152,897-83.5% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 101.18% | 64.34%+36.8pp | 71.41%+29.8pp | 345.43%-244.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,724 | $7,111+93.0% | $6,710+104.5% | $5,851+134.6% |
| Admin fee / account holder | $2,490 | $12,125-79.5% | $10,264-75.7% | $11,599-78.5% |