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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 | $50,409 | $202,460-75.1% | $169,385-70.2% | $139,456-63.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.40% | 532.07%-509.7pp | 405.82%-383.4pp | 373.45%-351.0pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,439 | $6,938-79.3% | $6,221-76.9% | $6,711-78.6% |
| Admin fee / account holder | $1,515 | $10,719-85.9% | $9,011-83.2% | $11,407-86.7% |