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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 | $53,656 | $196,972-72.8% | $182,262-70.6% | $198,609-73.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 27.16% | 158.27%-131.1pp | 140.60%-113.4pp | 202.70%-175.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $14,591 | $8,643+68.8% | $8,276+76.3% | $6,977+109.1% |
| Admin fee / account holder | $19,417 | $18,429+5.4% | $16,712+16.2% | $19,030+2.0% |