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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 | $153,130 | $115,903+32.1% | $100,528+52.3% | $158,966-3.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.21% | 34.80%-8.6pp | 30.90%-4.7pp | 302.95%-276.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,000 | $6,677-10.1% | $6,271-4.3% | $5,983+0.3% |
| Admin fee / account holder | $1,985 | $11,000-82.0% | $8,084-75.5% | $11,250-82.4% |