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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 | $99,594 | $70,121+42.0% | $63,803+56.1% | $138,895-28.3% |
| Participation rate | 83.3% | 77.2%+6.1pp | 72.7%+10.6pp | 79.9%+3.4pp |
| Annual return | 17.21% | 946.48%-929.3pp | 543.72%-526.5pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,986 | $4,535+186.3% | $3,843+237.9% | $6,396+103.0% |
| Admin fee / account holder | $611 | $6,738-90.9% | $5,196-88.2% | $12,562-95.1% |