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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 | $109,399 | $156,398-30.1% | $147,318-25.7% | $138,895-21.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.16% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,154 | $8,237+35.4% | $7,906+41.1% | $6,396+74.4% |
| Admin fee / account holder | $3,670 | $14,976-75.5% | $13,708-73.2% | $12,562-70.8% |