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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 | $116,084 | $160,070-27.5% | $147,117-21.1% | $145,897-20.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.98% | 98.69%-80.7pp | 420.54%-402.6pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,030 | $8,419+66.6% | $8,065+74.0% | $6,689+109.7% |
| Admin fee / account holder | $1,149 | $15,035-92.4% | $12,993-91.2% | $13,390-91.4% |