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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 | $68,992 | $183,988-62.5% | $162,177-57.5% | $152,897-54.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.28% | 150.79%-126.5pp | 115.60%-91.3pp | 345.43%-321.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,923 | $8,032-51.2% | $7,297-46.2% | $5,851-33.0% |
| Admin fee / account holder | $369 | $13,123-97.2% | $10,843-96.6% | $11,599-96.8% |