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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 | $86,573 | $209,422-58.7% | $178,503-51.5% | $158,982-45.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.89% | 188.81%-166.9pp | 151.12%-129.2pp | 302.99%-281.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,333 | $5,955+107.1% | $5,202+137.1% | $5,983+106.1% |
| Admin fee / account holder | $4,830 | $17,079-71.7% | $13,987-65.5% | $11,252-57.1% |