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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 | $140,616 | $183,516-23.4% | $155,534-9.6% | $145,884-3.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.11% | 61.43%-52.3pp | 64.92%-55.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $24,000 | $6,467+271.1% | $5,630+326.3% | $6,690+258.8% |
| Admin fee / account holder | $4,636 | $19,293-76.0% | $15,900-70.8% | $13,392-65.4% |