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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 | $115,247 | $160,028-28.0% | $147,080-21.6% | $145,884-21.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.91% | 98.60%-84.7pp | 420.17%-406.3pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,130 | $8,422-39.1% | $8,066-36.4% | $6,690-23.3% |
| Admin fee / account holder | $30,273 | $15,030+101.4% | $12,989+133.1% | $13,392+126.1% |