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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 | $51,889 | $180,459-71.2% | $154,108-66.3% | $135,380-61.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 137.32% | 888.21%-750.9pp | 735.21%-597.9pp | 519.81%-382.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,366 | $5,806-7.6% | $5,081+5.6% | $5,609-4.3% |
| Admin fee / account holder | $703 | $16,145-95.6% | $13,411-94.8% | $10,828-93.5% |