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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 | $102,946 | $126,519-18.6% | $106,201-3.1% | $145,959-29.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.52% | 225.10%-215.6pp | 116.26%-106.7pp | 561.95%-552.4pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,118 | $5,716-10.5% | $5,012+2.1% | $6,689-23.5% |
| Admin fee / account holder | $942 | $17,312-94.6% | $11,039-91.5% | $13,398-93.0% |