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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 | $77,799 | $70,366+10.6% | $66,674+16.7% | $138,895-44.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.77% | 386.41%-369.6pp | 321.24%-304.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,271 | $4,374+134.8% | $4,084+151.5% | $6,396+60.6% |
| Admin fee / account holder | $376 | $5,262-92.9% | $5,098-92.6% | $12,562-97.0% |