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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 | $88,199 | $132,099-33.2% | $115,599-23.7% | $138,895-36.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.36% | 176.76%-163.4pp | 111.10%-97.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,250 | $5,617+11.3% | $4,889+27.8% | $6,396-2.3% |
| Admin fee / account holder | $501 | $15,650-96.8% | $12,841-96.1% | $12,562-96.0% |