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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 | $133,228 | $113,338+17.5% | $94,993+40.3% | $147,586-9.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.45% | 20.80%-1.3pp | 27.14%-7.7pp | 578.59%-559.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,092 | $3,777+167.2% | $3,317+204.3% | $5,439+85.6% |
| Admin fee / account holder | $29,509 | $6,063+386.7% | $4,960+494.9% | $10,886+171.1% |