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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 | $134,211 | $102,595+30.8% | $94,057+42.7% | $154,746-13.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.01% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $23,500 | $5,118+359.1% | $4,709+399.0% | $6,730+249.2% |
| Admin fee / account holder | $1,549 | $7,736-80.0% | $7,244-78.6% | $14,365-89.2% |