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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 | $86,595 | $209,428-58.7% | $178,498-51.5% | $158,950-45.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.11% | 188.78%-168.7pp | 151.09%-131.0pp | 302.91%-282.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,823 | $5,955+31.4% | $5,202+50.4% | $5,983+30.8% |
| Admin fee / account holder | $580 | $17,077-96.6% | $13,985-95.9% | $11,248-94.8% |