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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 | $106,665 | $148,582-28.2% | $135,942-21.5% | $139,456-23.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.24% | 79.26%-54.0pp | 68.28%-43.0pp | 373.45%-348.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,772 | $8,101+8.3% | $7,759+13.1% | $6,711+30.7% |
| Admin fee / account holder | $8,482 | $12,402-31.6% | $10,764-21.2% | $11,407-25.6% |