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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 | $143,144 | $100,203+42.9% | $85,240+67.9% | $145,897-1.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.85% | 84.28%-73.4pp | 66.75%-55.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,274 | $5,299-0.5% | $4,527+16.5% | $6,689-21.2% |
| Admin fee / account holder | $3,106 | $7,265-57.2% | $6,165-49.6% | $13,390-76.8% |