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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 | $130,925 | $175,257-25.3% | $149,717-12.6% | $139,456-6.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 166.70%-149.4pp | 134.41%-117.2pp | 373.45%-356.2pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,750 | $6,521+18.8% | $5,682+36.4% | $6,711+15.5% |
| Admin fee / account holder | $11,373 | $16,156-29.6% | $13,213-13.9% | $11,407-0.3% |