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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 | $73,035 | $97,289-24.9% | $92,805-21.3% | $155,188-52.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 69.42% | 29.03%+40.4pp | 31.59%+37.8pp | 148.84%-79.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,658 | $8,795+89.4% | $8,448+97.2% | $6,531+155.1% |
| Admin fee / account holder | $8,512 | $12,015-29.2% | $10,911-22.0% | $14,480-41.2% |