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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 | $39,154 | $175,259-77.7% | $149,723-73.8% | $139,487-71.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.52% | 166.82%-150.3pp | 134.50%-118.0pp | 373.84%-357.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,080 | $6,522+85.2% | $5,682+112.6% | $6,713+80.0% |
| Admin fee / account holder | $2,500 | $16,158-84.5% | $13,215-81.1% | $11,407-78.1% |