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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 | $180,080 | $171,492+5.0% | $150,734+19.5% | $198,609-9.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.43% | 804.70%-787.3pp | 600.81%-583.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,537 | $6,259-27.5% | $5,610-19.1% | $6,977-35.0% |
| Admin fee / account holder | $15,618 | $17,628-11.4% | $14,905+4.8% | $19,030-17.9% |