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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 | $150,883 | $178,174-15.3% | $156,181-3.4% | $137,256+9.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.30% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $911 | $4,972-81.7% | $4,294-78.8% | $4,156-78.1% |
| Participant deferral / active EE | $4,856 | $6,888-29.5% | $6,132-20.8% | $6,407-24.2% |
| Admin fee / account holder | $45,715 | $17,404+162.7% | $14,586+213.4% | $12,270+272.6% |