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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 | $123,717 | $113,338+9.2% | $94,993+30.2% | $147,586-16.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 21.10% | 20.80%+0.3pp | 27.14%-6.0pp | 578.59%-557.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,402 | $3,777-36.4% | $3,317-27.6% | $5,439-55.8% |
| Admin fee / account holder | $17,809 | $6,063+193.8% | $4,960+259.0% | $10,886+63.6% |