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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 | $30,818 | $160,070-80.7% | $147,117-79.1% | $145,897-78.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 106.20% | 98.69%+7.5pp | 420.54%-314.3pp | 552.29%-446.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,549 | $8,419+1.5% | $8,065+6.0% | $6,689+27.8% |
| Admin fee / account holder | $1,000 | $15,035-93.4% | $12,993-92.3% | $13,390-92.5% |