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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 | $16,268 | $138,114-88.2% | $125,391-87.0% | $134,545-87.9% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | 70.47% | 750.88%-680.4pp | 572.41%-501.9pp | 418.37%-347.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,762 | $7,801+50.8% | $7,448+57.9% | $6,401+83.7% |
| Admin fee / account holder | $744 | $11,570-93.6% | $10,009-92.6% | $11,431-93.5% |