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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 | $47,688 | $196,972-75.8% | $182,262-73.8% | $198,609-76.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.56% | 158.27%-146.7pp | 140.60%-129.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,598 | $8,643+22.6% | $8,276+28.0% | $6,977+51.9% |
| Admin fee / account holder | $43,002 | $18,429+133.3% | $16,712+157.3% | $19,030+126.0% |