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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 | $48,711 | $138,102-64.7% | $125,381-61.1% | $134,532-63.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 25.73% | 750.73%-725.0pp | 572.31%-546.6pp | 418.27%-392.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,071 | $7,801+16.3% | $7,448+21.8% | $6,401+41.7% |
| Admin fee / account holder | $6,560 | $11,568-43.3% | $10,007-34.4% | $11,429-42.6% |