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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 | $87,848 | $160,040-45.1% | $147,096-40.3% | $145,877-39.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.57% | 98.49%-82.9pp | 419.75%-404.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,072 | $8,429+7.6% | $8,071+12.4% | $6,691+35.6% |
| Admin fee / account holder | $5,835 | $15,050-61.2% | $13,005-55.1% | $13,402-56.5% |