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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 | $84,703 | $148,623-43.0% | $135,974-37.7% | $139,466-39.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.15% | 79.30%-60.1pp | 68.30%-49.2pp | 373.66%-354.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,557 | $8,103+30.3% | $7,760+36.0% | $6,712+57.3% |
| Admin fee / account holder | $363 | $12,406-97.1% | $10,767-96.6% | $11,409-96.8% |