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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 | $116,200 | $111,785+3.9% | $93,669+24.1% | $145,877-20.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.11% | 203.79%-177.7pp | 133.59%-107.5pp | 551.28%-525.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,083 | $4,919+3.3% | $4,416+15.1% | $6,691-24.0% |
| Admin fee / account holder | $336 | $10,256-96.7% | $8,291-95.9% | $13,402-97.5% |