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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 | $119,956 | $111,878+7.2% | $93,727+28.0% | $145,897-17.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.44% | 204.28%-184.8pp | 133.83%-114.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,067 | $4,920+3.0% | $4,417+14.7% | $6,689-24.3% |
| Admin fee / account holder | $9,326 | $10,256-9.1% | $8,292+12.5% | $13,390-30.4% |