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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 | $65,111 | $142,354-54.3% | $125,529-48.1% | $155,188-58.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 102.40% | 306.06%-203.7pp | 202.56%-100.2pp | 148.84%-46.4pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,587 | $5,491+147.4% | $4,813+182.3% | $6,531+108.0% |
| Admin fee / account holder | $7,413 | $19,392-61.8% | $16,298-54.5% | $14,480-48.8% |