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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 | $61,261 | $175,231-65.0% | $149,696-59.1% | $139,466-56.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.76% | 166.77%-154.0pp | 134.46%-121.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,933 | $6,521+37.0% | $5,682+57.2% | $6,712+33.1% |
| Admin fee / account holder | $5,318 | $16,155-67.1% | $13,212-59.7% | $11,409-53.4% |