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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 | $119,085 | $165,381-28.0% | $149,730-20.5% | $158,966-25.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.60% | 348.29%-323.7pp | 276.70%-252.1pp | 302.95%-278.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,054 | $7,182-57.5% | $6,843-55.4% | $5,983-49.0% |
| Admin fee / account holder | $730 | $10,809-93.2% | $9,310-92.2% | $11,250-93.5% |