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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 | $108,734 | $150,197-27.6% | $120,368-9.7% | $145,959-25.5% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.8pp | 80.3%+11.4pp |
| Annual return | 17.51% | 154.26%-136.7pp | 107.26%-89.7pp | 561.95%-544.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,465-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,511 | $6,174+21.7% | $4,991+50.5% | $6,689+12.3% |
| Admin fee / account holder | $392 | $12,216-96.8% | $9,429-95.8% | $13,398-97.1% |