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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 | $138,602 | $154,209-10.1% | $130,062+6.6% | $139,487-0.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.91% | 32.52%-14.6pp | -137.37%+155.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $13,983 | $6,709+108.4% | $5,821+140.2% | $6,713+108.3% |
| Admin fee / account holder | $1,663 | $13,988-88.1% | $10,601-84.3% | $11,407-85.4% |