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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 | $54,276 | $148,582-63.5% | $135,942-60.1% | $139,456-61.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.94% | 79.26%-57.3pp | 68.28%-46.3pp | 373.45%-351.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,575 | $8,101-6.5% | $7,759-2.4% | $6,711+12.9% |
| Admin fee / account holder | $463 | $12,402-96.3% | $10,764-95.7% | $11,407-95.9% |